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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 | $104,392 | $75,962+37.4% | $154,111-32.3% | $64,173+62.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.22% | 30.32%-23.1pp | 735.18%-728.0pp | 7.63%-0.4pp |
| Employer contribution / active EE | $4,054 | $3,350+21.0% | $5,298-23.5% | $2,381+70.3% |
| Participant deferral / active EE | $5,233 | $3,175+64.8% | $5,081+3.0% | $3,470+50.8% |
| Admin fee / account holder | $16,858 | $5,589+201.6% | $13,411+25.7% | $4,887+244.9% |