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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 | $75,595 | $81,643-7.4% | $70,462+7.3% | $158,950-52.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.98% | 208.51%-197.5pp | 109.08%-98.1pp | 302.91%-291.9pp |
| Employer contribution / active EE | $3,748 | $3,218+16.5% | $2,737+36.9% | $4,762-21.3% |
| Participant deferral / active EE | $3,632 | $4,555-20.3% | $3,710-2.1% | $5,983-39.3% |
| Admin fee / account holder | $3,217 | $6,194-48.1% | $3,845-16.3% | $11,248-71.4% |