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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 | $127,373 | $96,508+32.0% | $75,901+67.8% | $152,897-16.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 25.32% | 33.99%-8.7pp | 30.76%-5.4pp | 345.43%-320.1pp |
| Employer contribution / active EE | $4,568 | $3,310+38.0% | $2,501+82.6% | $4,764-4.1% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,701 | $8,081-66.6% | $5,420-50.2% | $11,599-76.7% |