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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 | $111,459 | $109,372+1.9% | $89,414+24.7% | $158,966-29.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.44% | 345.55%-328.1pp | 245.50%-228.1pp | 302.95%-285.5pp |
| Employer contribution / active EE | $4,023 | $3,171+26.9% | $2,586+55.5% | $4,762-15.5% |
| Participant deferral / active EE | $8,465 | $4,598+84.1% | $3,890+117.6% | $5,983+41.5% |
| Admin fee / account holder | $2,301 | $6,156-62.6% | $4,883-52.9% | $11,250-79.5% |