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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 | $102,789 | $107,421-4.3% | $182,262-43.6% | $94,015+9.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 139.92% | 21.32%+118.6pp | 140.60%-0.7pp | 17.84%+122.1pp |
| Employer contribution / active EE | $3,386 | $3,448-1.8% | $5,046-32.9% | $2,790+21.4% |
| Participant deferral / active EE | $7,219 | $6,558+10.1% | $8,276-12.8% | $4,249+69.9% |
| Admin fee / account holder | $2,278 | $8,692-73.8% | $16,712-86.4% | $8,951-74.6% |