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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 | $83,357 | $85,024-2.0% | $70,544+18.2% | $139,466-40.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 27.76% | 30.39%-2.6pp | 32.79%-5.0pp | 373.66%-345.9pp |
| Employer contribution / active EE | $9,400 | $3,912+140.3% | $2,976+215.9% | $4,754+97.7% |
| Participant deferral / active EE | $11,043 | $5,891+87.4% | $4,568+141.7% | $6,712+64.5% |
| Admin fee / account holder | $1,175 | $8,928-86.8% | $6,427-81.7% | $11,409-89.7% |