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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 | $96,753 | $89,367+8.3% | $141,191-31.5% | $72,975+32.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.20% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $3,739 | $3,115+20.1% | $4,736-21.0% | $2,440+53.3% |
| Participant deferral / active EE | $11,384 | $5,419+110.1% | $6,710+69.7% | $3,608+215.5% |
| Admin fee / account holder | $8,647 | $5,957+45.2% | $10,264-15.8% | $5,124+68.8% |