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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 | $104,582 | $165,912-37.0% | $122,342-14.5% | $147,585-29.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.85% | 34.55%-24.7pp | 30.28%-20.4pp | 578.57%-568.7pp |
| Employer contribution / active EE | $4,751 | $5,754-17.4% | $4,051+17.3% | $4,876-2.6% |
| Participant deferral / active EE | $8,000 | $4,005+99.7% | $3,287+143.4% | $5,439+47.1% |
| Admin fee / account holder | $1,314 | $7,424-82.3% | $5,478-76.0% | $10,885-87.9% |