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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 | $118,284 | $112,915+4.8% | $90,965+30.0% | $158,950-25.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.97% | 215.75%-201.8pp | 134.57%-120.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $3,386 | $2,894+17.0% | $2,122+59.5% | $4,762-28.9% |
| Participant deferral / active EE | $7,935 | $4,128+92.2% | $3,373+135.2% | $5,983+32.6% |
| Admin fee / account holder | $637 | $8,044-92.1% | $5,960-89.3% | $11,248-94.3% |