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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 | $69,274+32.9% | $64,097+43.6% | $139,487-34.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 31.33% | 46.00%-14.7pp | 33.75%-2.4pp | 373.84%-342.5pp |
| Employer contribution / active EE | $3,632 | $3,187+13.9% | $2,750+32.1% | $4,755-23.6% |
| Participant deferral / active EE | $6,950 | $4,685+48.3% | $3,881+79.1% | $6,713+3.5% |
| Admin fee / account holder | $10,888 | $4,247+156.4% | $3,070+254.7% | $11,407-4.6% |