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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 | $95,926 | $73,978+29.7% | $96,515-0.6% | $75,173+27.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 59.03% | 26.72%+32.3pp | 35.73%+23.3pp | 160.72%-101.7pp |
| Employer contribution / active EE | $4,892 | $2,931+66.9% | $3,740+30.8% | $2,671+83.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,300 | $5,219-55.9% | $6,735-65.8% | $5,651-59.3% |