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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 | $102,922 | $99,652+3.3% | $78,778+30.6% | $147,586-30.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.88% | 47.28%-28.4pp | 35.62%-16.7pp | 578.59%-559.7pp |
| Employer contribution / active EE | $4,869 | $2,796+74.2% | $1,986+145.2% | $4,876-0.2% |
| Participant deferral / active EE | $5,326 | $3,664+45.4% | $2,958+80.0% | $5,439-2.1% |
| Admin fee / account holder | $327 | $7,155-95.4% | $5,134-93.6% | $10,886-97.0% |