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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 | $112,250 | $98,776+13.6% | $149,745-25.0% | $79,856+40.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.95% | 27.38%-12.4pp | 276.72%-261.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $4,322 | $3,217+34.3% | $4,646-7.0% | $2,471+74.9% |
| Participant deferral / active EE | $8,984 | $5,681+58.1% | $6,843+31.3% | $3,741+140.2% |
| Admin fee / account holder | $7,595 | $6,053+25.5% | $9,312-18.4% | $5,306+43.1% |