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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 | $131,648 | $98,766+33.3% | $149,730-12.1% | $79,852+64.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.52% | 27.43%-11.9pp | 276.70%-261.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,933 | $3,217+22.3% | $4,645-15.3% | $2,471+59.2% |
| Participant deferral / active EE | $7,293 | $5,681+28.4% | $6,843+6.6% | $3,740+95.0% |
| Admin fee / account holder | $2,207 | $6,052-63.5% | $9,310-76.3% | $5,306-58.4% |