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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 | $95,649 | $101,063-5.4% | $81,473+17.4% | $147,586-35.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.91% | 32.41%-11.5pp | 38.78%-17.9pp | 578.59%-557.7pp |
| Employer contribution / active EE | $4,329 | $3,206+35.0% | $2,568+68.6% | $4,876-11.2% |
| Participant deferral / active EE | $5,363 | $4,242+26.4% | $3,537+51.6% | $5,439-1.4% |
| Admin fee / account holder | $4,243 | $5,812-27.0% | $4,561-7.0% | $10,886-61.0% |