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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 | $81,054 | $52,678+53.9% | $75,784+7.0% | $59,633+35.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 4.96% | 2.95%+2.0pp | 9.68%-4.7pp | 2041.45%-2036.5pp |
| Employer contribution / active EE | $4,801 | $2,193+118.9% | $3,323+44.4% | $2,203+117.9% |
| Participant deferral / active EE | $5,604 | $2,591+116.3% | $3,652+53.5% | $3,192+75.6% |
| Admin fee / account holder | $1,130 | $3,610-68.7% | $5,300-78.7% | $4,297-73.7% |