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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 | $89,107 | $69,248+28.7% | $64,101+39.0% | $139,466-36.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.20% | 45.95%-30.8pp | 33.72%-18.5pp | 373.66%-358.5pp |
| Employer contribution / active EE | $4,202 | $3,185+31.9% | $2,749+52.9% | $4,754-11.6% |
| Participant deferral / active EE | $11,383 | $4,682+143.1% | $3,881+193.3% | $6,712+69.6% |
| Admin fee / account holder | $1,946 | $4,247-54.2% | $3,070-36.6% | $11,409-82.9% |