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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 | $105,337 | $105,284+0.1% | $150,734-30.1% | $94,015+12.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 17.59% | 15.67%+1.9pp | 600.81%-583.2pp | 17.84%-0.3pp |
| Employer contribution / active EE | $6,577 | $3,599+82.8% | $4,918+33.7% | $2,790+135.7% |
| Participant deferral / active EE | $4,260 | $4,274-0.3% | $5,610-24.1% | $4,249+0.2% |
| Admin fee / account holder | $1,832 | $9,839-81.4% | $14,905-87.7% | $8,951-79.5% |