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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 | $83,888 | $81,696+2.7% | $70,494+19.0% | $158,982-47.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.68% | 208.70%-194.0pp | 109.16%-94.5pp | 302.99%-288.3pp |
| Employer contribution / active EE | $3,097 | $3,220-3.8% | $2,738+13.1% | $4,763-35.0% |
| Participant deferral / active EE | $16,514 | $4,558+262.3% | $3,711+345.0% | $5,983+176.0% |
| Admin fee / account holder | $879 | $6,200-85.8% | $3,848-77.1% | $11,252-92.2% |