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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 | $115,633 | $69,248+67.0% | $64,101+80.4% | $139,466-17.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 45.95%-33.1pp | 33.72%-20.9pp | 373.66%-360.9pp |
| Employer contribution / active EE | $2,412 | $3,185-24.3% | $2,749-12.3% | $4,754-49.3% |
| Participant deferral / active EE | $4,107 | $4,682-12.3% | $3,881+5.8% | $6,712-38.8% |
| Admin fee / account holder | $1,949 | $4,247-54.1% | $3,070-36.5% | $11,409-82.9% |