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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 | $88,596 | $55,437+59.8% | $155,534-43.0% | $74,459+19.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.94% | 269.58%-252.6pp | 64.92%-48.0pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $4,342 | $2,266+91.6% | $4,675-7.1% | $2,626+65.4% |
| Participant deferral / active EE | $3,391 | $2,837+19.5% | $5,630-39.8% | $4,350-22.0% |
| Admin fee / account holder | $3,562 | $1,742+104.4% | $15,900-77.6% | $1,945+83.1% |