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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 | $159,026 | $95,975+65.7% | $74,549+113.3% | $135,379+17.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 15.73% | 56.96%-41.2pp | 32.53%-16.8pp | 519.79%-504.1pp |
| Employer contribution / active EE | $413 | $2,716-84.8% | $1,961-79.0% | $4,779-91.4% |
| Participant deferral / active EE | $4,267 | $3,844+11.0% | $3,108+37.3% | $5,609-23.9% |
| Admin fee / account holder | $1,255 | $6,522-80.8% | $5,059-75.2% | $10,828-88.4% |