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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 | $135,811 | $89,370+52.0% | $141,197-3.8% | $72,976+86.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.02% | 111.88%-91.9pp | 71.41%-51.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $2,813 | $3,115-9.7% | $4,736-40.6% | $2,440+15.3% |
| Participant deferral / active EE | $10,146 | $5,419+87.2% | $6,710+51.2% | $3,608+181.2% |
| Admin fee / account holder | $4,595 | $5,957-22.9% | $10,265-55.2% | $5,124-10.3% |