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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 | $98,406 | $58,828+67.3% | $78,002+26.2% | $62,881+56.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.65% | 17.16%-8.5pp | 425.99%-417.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,679 | $1,672+60.2% | $2,470+8.4% | $2,281+17.4% |
| Participant deferral / active EE | $3,589 | $2,686+33.7% | $3,497+2.6% | $3,203+12.1% |
| Admin fee / account holder | $502 | $4,393-88.6% | $5,481-90.8% | $4,296-88.3% |