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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 | $98,195 | $77,164+27.3% | $178,014-44.8% | $80,874+21.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.39% | 18.09%-5.7pp | 294.80%-282.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,924 | $2,288+71.5% | $3,950-0.7% | $2,756+42.4% |
| Participant deferral / active EE | $11,410 | $4,408+158.9% | $6,276+81.8% | $4,297+165.5% |
| Admin fee / account holder | $421 | $7,164-94.1% | $10,362-95.9% | $6,935-93.9% |