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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 | $147,530 | $75,832+94.5% | $147,617-0.1% | $59,633+147.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 6.36% | 0.37%+6.0pp | 61.98%-55.6pp | 2041.45%-2035.1pp |
| Employer contribution / active EE | $4,126 | $3,485+18.4% | $5,564-25.9% | $2,203+87.3% |
| Participant deferral / active EE | $5,486 | $3,131+75.2% | $4,895+12.1% | $3,192+71.9% |
| Admin fee / account holder | $2,760 | $5,986-53.9% | $11,612-76.2% | $4,297-35.8% |