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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 | $116,152 | $107,368+8.2% | $92,915+25.0% | $152,909-24.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.92% | 145.64%-119.7pp | 109.45%-83.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $2,943 | $4,222-30.3% | $3,653-19.5% | $4,764-38.2% |
| Participant deferral / active EE | $4,381 | $4,848-9.6% | $4,238+3.4% | $5,851-25.1% |
| Admin fee / account holder | $3,238 | $7,082-54.3% | $5,796-44.1% | $11,601-72.1% |