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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 | $99,523 | $58,828+69.2% | $78,002+27.6% | $62,881+58.3% |
| Participation rate | 98.6% | 71.1%+27.5pp | 75.5%+23.1pp | 69.3%+29.3pp |
| Annual return | 6.65% | 17.16%-10.5pp | 425.99%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,470 | $1,672-12.1% | $2,470-40.5% | $2,281-35.6% |
| Participant deferral / active EE | $2,217 | $2,686-17.4% | $3,497-36.6% | $3,203-30.8% |
| Admin fee / account holder | $711 | $4,393-83.8% | $5,481-87.0% | $4,296-83.5% |