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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 | $43,818 | $86,949-49.6% | $102,460-57.2% | $80,959-45.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 719.81% | 18.89%+700.9pp | 29.47%+690.3pp | 35.67%+684.1pp |
| Employer contribution / active EE | $2,496 | $2,370+5.3% | $3,025-17.5% | $2,757-9.5% |
| Participant deferral / active EE | $5,766 | $4,121+39.9% | $5,056+14.0% | $4,300+34.1% |
| Admin fee / account holder | $3,404 | $8,048-57.7% | $9,460-64.0% | $6,925-50.8% |