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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 | $99,407 | $78,423+26.8% | $95,964+3.6% | $79,856+24.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.36% | 19.37%-5.0pp | 91.64%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,825 | $1,945+148.0% | $2,541+89.9% | $2,471+95.2% |
| Participant deferral / active EE | $4,472 | $3,440+30.0% | $4,167+7.3% | $3,741+19.5% |
| Admin fee / account holder | $848 | $5,622-84.9% | $6,797-87.5% | $5,306-84.0% |