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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 | $93,300 | $63,346+47.3% | $92,240+1.1% | $70,126+33.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.82% | 530.19%-506.4pp | 176.29%-152.5pp | 73.15%-49.3pp |
| Employer contribution / active EE | $2,352 | $2,471-4.8% | $3,680-36.1% | $2,343+0.4% |
| Participant deferral / active EE | $6,834 | $2,854+139.5% | $3,897+75.4% | $3,332+105.1% |
| Admin fee / account holder | $916 | $3,841-76.1% | $5,194-82.4% | $4,645-80.3% |