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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 | $109,447 | $100,262+9.2% | $81,370+34.5% | $145,897-25.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.98% | 34.52%-18.5pp | 24.85%-8.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,217 | $2,979-25.6% | $2,464-10.0% | $4,663-52.5% |
| Participant deferral / active EE | $5,147 | $4,612+11.6% | $3,885+32.5% | $6,689-23.0% |
| Admin fee / account holder | $70,369 | $8,163+762.0% | $5,749+1124.0% | $13,390+425.5% |