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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 | $99,356 | $78,668+26.3% | $109,152-9.0% | $85,854+15.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.32% | 25.09%-8.8pp | 25.75%-9.4pp | 318.56%-302.2pp |
| Employer contribution / active EE | $8,280 | $2,733+202.9% | $3,722+122.5% | $2,565+222.8% |
| Participant deferral / active EE | $6,581 | $3,467+89.8% | $4,653+41.4% | $3,952+66.5% |
| Admin fee / account holder | $554 | $5,469-89.9% | $6,753-91.8% | $6,260-91.2% |