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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 | $98,581 | $85,766+14.9% | $136,298-27.7% | $70,126+40.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.61% | 31.46%-14.8pp | 5156.27%-5139.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $5,919 | $2,966+99.6% | $4,696+26.1% | $2,343+152.7% |
| Participant deferral / active EE | $3,036 | $5,051-39.9% | $6,247-51.4% | $3,332-8.9% |
| Admin fee / account holder | $2,129 | $5,421-60.7% | $9,244-77.0% | $4,645-54.2% |