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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,252 | $98,240-2.0% | $82,312+16.9% | $147,586-34.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.36% | 30.85%-15.5pp | 25.88%-10.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $4,862 | $3,192+52.3% | $2,428+100.2% | $4,876-0.3% |
| Participant deferral / active EE | $5,799 | $4,383+32.3% | $3,706+56.5% | $5,439+6.6% |
| Admin fee / account holder | $5,045 | $8,563-41.1% | $5,608-10.0% | $10,886-53.7% |