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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 | $107,033 | $98,766+8.4% | $149,730-28.5% | $79,852+34.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.34% | 27.43%-14.1pp | 276.70%-263.4pp | 31.72%-18.4pp |
| Employer contribution / active EE | $9,011 | $3,217+180.1% | $4,645+94.0% | $2,471+264.7% |
| Participant deferral / active EE | $11,276 | $5,681+98.5% | $6,843+64.8% | $3,740+201.5% |
| Admin fee / account holder | $5,700 | $6,052-5.8% | $9,310-38.8% | $5,306+7.4% |