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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 | $114,858 | $84,713+35.6% | $75,717+51.7% | $167,518-31.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.41% | 199.49%-185.1pp | 104.58%-90.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $3,471 | $3,229+7.5% | $2,743+26.5% | $4,838-28.3% |
| Participant deferral / active EE | $5,143 | $4,578+12.3% | $3,821+34.6% | $6,342-18.9% |
| Admin fee / account holder | $6,863 | $5,357+28.1% | $3,619+89.6% | $12,312-44.3% |