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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 | $97,995 | $118,919-17.6% | $88,538+10.7% | $152,897-35.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 21.12% | 47.92%-26.8pp | 43.64%-22.5pp | 345.43%-324.3pp |
| Employer contribution / active EE | $3,403 | $2,669+27.5% | $2,098+62.2% | $4,764-28.6% |
| Participant deferral / active EE | $6,439 | $3,549+81.5% | $2,914+121.0% | $5,851+10.1% |
| Admin fee / account holder | $4,949 | $5,876-15.8% | $4,310+14.8% | $11,599-57.3% |