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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 | $108,389 | $100,073+8.3% | $85,126+27.3% | $145,877-25.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 84.11%-72.7pp | 66.63%-55.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,577 | $3,236-20.4% | $2,731-5.6% | $4,663-44.7% |
| Participant deferral / active EE | $6,117 | $5,294+15.5% | $4,523+35.2% | $6,691-8.6% |
| Admin fee / account holder | $2,707 | $7,261-62.7% | $6,160-56.1% | $13,402-79.8% |