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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 | $125,741 | $105,210+19.5% | $159,487-21.2% | $85,851+46.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.65% | 45.08%-27.4pp | 263.71%-246.1pp | 318.63%-301.0pp |
| Employer contribution / active EE | $2,456 | $3,319-26.0% | $4,831-49.2% | $2,565-4.3% |
| Participant deferral / active EE | $7,336 | $5,946+23.4% | $7,354-0.2% | $3,952+85.6% |
| Admin fee / account holder | $8,922 | $6,934+28.7% | $10,804-17.4% | $6,261+42.5% |