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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 | $127,121 | $115,796+9.8% | $101,264+25.5% | $158,950-20.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.00% | 56.15%-48.1pp | 46.48%-38.5pp | 302.91%-294.9pp |
| Employer contribution / active EE | $3,070 | $4,175-26.5% | $3,660-16.1% | $4,762-35.5% |
| Participant deferral / active EE | $5,890 | $4,958+18.8% | $4,370+34.8% | $5,983-1.5% |
| Admin fee / account holder | $10,080 | $7,247+39.1% | $5,947+69.5% | $11,248-10.4% |