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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 | $99,841 | $68,681+45.4% | $86,625+15.3% | $85,851+16.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 15.71% | 20.12%-4.4pp | 63.52%-47.8pp | 318.63%-302.9pp |
| Employer contribution / active EE | $3,157 | $1,880+67.9% | $2,496+26.5% | $2,565+23.0% |
| Participant deferral / active EE | $6,288 | $2,919+115.4% | $3,700+70.0% | $3,952+59.1% |
| Admin fee / account holder | $9,958 | $5,974+66.7% | $5,830+70.8% | $6,261+59.1% |