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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 | $99,021 | $98,776+0.2% | $149,745-33.9% | $79,856+24.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.75% | 27.38%-9.6pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $5,862 | $3,217+82.2% | $4,646+26.2% | $2,471+137.2% |
| Participant deferral / active EE | $5,320 | $5,681-6.4% | $6,843-22.3% | $3,741+42.2% |
| Admin fee / account holder | $1,812 | $6,053-70.1% | $9,312-80.5% | $5,306-65.8% |