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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 | $113,578 | $108,226+4.9% | $77,513+46.5% | $158,950-28.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.60% | 31.67%-17.1pp | 54.81%-40.2pp | 302.91%-288.3pp |
| Employer contribution / active EE | $3,423 | $1,325+158.3% | $987+246.9% | $4,762-28.1% |
| Participant deferral / active EE | $6,370 | $2,456+159.4% | $1,861+242.3% | $5,983+6.5% |
| Admin fee / account holder | $12,146 | $3,710+227.4% | $2,859+324.8% | $11,248+8.0% |