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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 | $81,171 | $156,616-48.2% | $133,346-39.1% | $198,609-59.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 19.91% | 44.25%-24.3pp | 36.85%-16.9pp | 202.70%-182.8pp |
| Employer contribution / active EE | $4,451 | $3,368+32.1% | $2,853+56.0% | $5,055-12.0% |
| Participant deferral / active EE | $5,415 | $4,920+10.1% | $4,332+25.0% | $6,977-22.4% |
| Admin fee / account holder | $864 | $17,468-95.1% | $14,264-93.9% | $19,030-95.5% |