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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 | $120,580 | $99,994+20.6% | $146,643-17.8% | $85,847+40.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.45% | 18.93%-5.5pp | 22.75%-9.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $2,844 | $2,559+11.1% | $4,137-31.3% | $2,565+10.9% |
| Participant deferral / active EE | $5,166 | $4,006+29.0% | $5,506-6.2% | $3,952+30.7% |
| Admin fee / account holder | $4,310 | $7,703-44.1% | $10,280-58.1% | $6,261-31.2% |