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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 | $96,461 | $96,524-0.1% | $75,900+27.1% | $152,909-36.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.97% | 33.93%-11.0pp | 30.73%-7.8pp | 345.46%-322.5pp |
| Employer contribution / active EE | $4,781 | $3,311+44.4% | $2,501+91.1% | $4,764+0.3% |
| Participant deferral / active EE | $4,781 | $4,554+5.0% | $3,604+32.7% | $5,851-18.3% |
| Admin fee / account holder | $5,146 | $8,082-36.3% | $5,421-5.1% | $11,601-55.6% |