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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 | $101,541 | $70,430+44.2% | $96,572+5.1% | $85,851+18.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 38.78% | 18.58%+20.2pp | 37.79%+1.0pp | 318.63%-279.9pp |
| Employer contribution / active EE | $8,769 | $1,413+520.5% | $2,357+272.0% | $2,565+241.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,430 | $4,996+48.7% | $6,183+20.2% | $6,261+18.7% |