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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 | $95,719 | $45,566+110.1% | $64,105+49.3% | $59,633+60.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 3.69% | 4.95%-1.3pp | 791.24%-787.5pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $4,355 | $934+366.2% | $1,820+139.3% | $2,203+97.7% |
| Participant deferral / active EE | $5,435 | $2,057+164.2% | $2,822+92.6% | $3,192+70.3% |
| Admin fee / account holder | $332 | $3,268-89.8% | $4,499-92.6% | $4,297-92.3% |