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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 | $98,221 | $79,955+22.8% | $98,461-0.2% | $75,173+30.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.77% | 19.75%-5.0pp | 21.17%-6.4pp | 160.72%-146.0pp |
| Employer contribution / active EE | $7,736 | $2,264+241.7% | $3,049+153.8% | $2,671+189.6% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,419 | $6,841-20.8% | $8,961-39.5% | $5,651-4.1% |