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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 | $116,365 | $98,776+17.8% | $149,745-22.3% | $79,856+45.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.41% | 27.38%-13.0pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $4,493 | $3,217+39.7% | $4,646-3.3% | $2,471+81.8% |
| Participant deferral / active EE | $10,846 | $5,681+90.9% | $6,843+58.5% | $3,741+189.9% |
| Admin fee / account holder | $3,356 | $6,053-44.6% | $9,312-64.0% | $5,306-36.8% |