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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 | $140,362 | $118,708+18.2% | $98,920+41.9% | $158,966-11.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.66% | 372.49%-359.8pp | 196.47%-183.8pp | 302.95%-290.3pp |
| Employer contribution / active EE | $5,522 | $3,334+65.6% | $2,689+105.3% | $4,762+15.9% |
| Participant deferral / active EE | $3,251 | $5,089-36.1% | $4,245-23.4% | $5,983-45.7% |
| Admin fee / account holder | $3,477 | $10,134-65.7% | $6,643-47.7% | $11,250-69.1% |