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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 | $113,719 | $103,393+10.0% | $87,103+30.6% | $152,909-25.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.22% | 28.10%-2.9pp | 28.19%-3.0pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,557 | $3,221-51.7% | $2,521-38.2% | $4,764-67.3% |
| Participant deferral / active EE | $12,150 | $4,778+154.3% | $4,049+200.1% | $5,851+107.6% |
| Admin fee / account holder | $30,494 | $12,195+150.1% | $7,491+307.0% | $11,601+162.9% |