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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 | $123,015 | $106,267+15.8% | $96,520+27.5% | $139,456-11.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.55% | 38.45%-23.9pp | 35.72%-21.2pp | 373.45%-358.9pp |
| Employer contribution / active EE | $3,560 | $4,105-13.3% | $3,739-4.8% | $4,753-25.1% |
| Participant deferral / active EE | $9,179 | $5,454+68.3% | $4,879+88.1% | $6,711+36.8% |
| Admin fee / account holder | $5,425 | $7,882-31.2% | $6,733-19.4% | $11,407-52.4% |