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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 | $96,871 | $103,392-6.3% | $87,104+11.2% | $152,897-36.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.02% | 28.10%-12.1pp | 28.19%-12.2pp | 345.43%-329.4pp |
| Employer contribution / active EE | $7,815 | $3,221+142.6% | $2,521+209.9% | $4,764+64.1% |
| Participant deferral / active EE | $4,808 | $4,778+0.6% | $4,048+18.8% | $5,851-17.8% |
| Admin fee / account holder | $445 | $12,194-96.4% | $7,491-94.1% | $11,599-96.2% |