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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 | $96,779 | $83,908+15.3% | $68,509+41.3% | $125,389-22.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.29% | 14.48%-14.2pp | 8.27%-8.0pp | 282.24%-281.9pp |
| Employer contribution / active EE | $3,554 | $3,031+17.3% | $2,278+56.0% | $4,866-27.0% |
| Participant deferral / active EE | $12,500 | $4,125+203.0% | $3,382+269.5% | $5,352+133.6% |
| Admin fee / account holder | $4,340 | $8,982-51.7% | $5,275-17.7% | $9,541-54.5% |