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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 | $134,970 | $108,212+24.7% | $77,513+74.1% | $158,966-15.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 24.48% | 31.67%-7.2pp | 54.81%-30.3pp | 302.95%-278.5pp |
| Employer contribution / active EE | $3,310 | $1,325+149.8% | $987+235.5% | $4,762-30.5% |
| Participant deferral / active EE | $8,609 | $2,455+250.6% | $1,861+362.6% | $5,983+43.9% |
| Admin fee / account holder | $2,741 | $3,709-26.1% | $2,859-4.1% | $11,250-75.6% |