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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 | $94,327 | $83,337+13.2% | $67,834+39.1% | $273,972-65.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.86% | 259.45%-248.6pp | 138.47%-127.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,458 | $3,287+5.2% | $2,403+43.9% | $4,869-29.0% |
| Participant deferral / active EE | $12,629 | $4,088+208.9% | $3,160+299.7% | $5,287+138.9% |
| Admin fee / account holder | $6,897 | $6,752+2.2% | $4,622+49.2% | $10,133-31.9% |