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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 | $92,044 | $69,230+33.0% | $64,085+43.6% | $139,427-34.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 31.33% | 45.89%-14.6pp | 33.69%-2.4pp | 373.27%-341.9pp |
| Employer contribution / active EE | $3,632 | $3,182+14.1% | $2,747+32.2% | $4,752-23.6% |
| Participant deferral / active EE | $6,950 | $4,681+48.5% | $3,881+79.1% | $6,711+3.6% |
| Admin fee / account holder | $10,888 | $4,246+156.5% | $3,069+254.7% | $11,404-4.5% |