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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 | $124,820 | $101,618+22.8% | $93,063+34.1% | $137,256-9.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.53% | 223.95%-205.4pp | 34.15%-15.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,866 | $2,707-31.1% | $2,476-24.6% | $4,156-55.1% |
| Participant deferral / active EE | $9,157 | $4,279+114.0% | $3,958+131.3% | $6,407+42.9% |
| Admin fee / account holder | $3,904 | $6,198-37.0% | $6,033-35.3% | $12,270-68.2% |