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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 | $92,384 | $81,632+13.2% | $70,455+31.1% | $158,931-41.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.56% | 208.48%-190.9pp | 109.06%-91.5pp | 302.86%-285.3pp |
| Employer contribution / active EE | $3,802 | $3,217+18.2% | $2,737+38.9% | $4,761-20.2% |
| Participant deferral / active EE | $10,664 | $4,554+134.2% | $3,709+187.5% | $5,982+78.3% |
| Admin fee / account holder | $1,513 | $6,193-75.6% | $3,845-60.7% | $11,247-86.5% |