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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 | $93,765 | $98,240-4.6% | $82,312+13.9% | $147,586-36.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.13% | 30.85%-13.7pp | 25.88%-8.7pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,917 | $3,192-8.6% | $2,428+20.1% | $4,876-40.2% |
| Participant deferral / active EE | $7,030 | $4,383+60.4% | $3,706+89.7% | $5,439+29.3% |
| Admin fee / account holder | $3,528 | $8,563-58.8% | $5,608-37.1% | $10,886-67.6% |