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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 | $112,599 | $118,708-5.1% | $98,920+13.8% | $158,982-29.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.41% | 372.49%-360.1pp | 196.47%-184.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $4,705 | $3,334+41.1% | $2,689+74.9% | $4,763-1.2% |
| Participant deferral / active EE | $5,436 | $5,089+6.8% | $4,245+28.1% | $5,983-9.1% |
| Admin fee / account holder | $3,196 | $10,134-68.5% | $6,643-51.9% | $11,252-71.6% |