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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 | $109,043 | $98,776+10.4% | $149,745-27.2% | $79,856+36.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.74% | 27.38%-7.6pp | 276.72%-257.0pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,443 | $3,217+7.0% | $4,646-25.9% | $2,471+39.3% |
| Participant deferral / active EE | $12,899 | $5,681+127.0% | $6,843+88.5% | $3,741+244.8% |
| Admin fee / account holder | $6,576 | $6,053+8.6% | $9,312-29.4% | $5,306+23.9% |