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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 | $107,341+8.2% | $92,897+25.0% | $152,870-24.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.92% | 145.59%-119.7pp | 109.42%-83.5pp | 345.34%-319.4pp |
| Employer contribution / active EE | $2,943 | $4,221-30.3% | $3,653-19.4% | $4,763-38.2% |
| Participant deferral / active EE | $4,381 | $4,847-9.6% | $4,238+3.4% | $5,850-25.1% |
| Admin fee / account holder | $3,238 | $7,080-54.3% | $5,794-44.1% | $11,597-72.1% |