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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 | $107,584 | $96,508+11.5% | $75,901+41.7% | $152,897-29.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.43% | 33.99%-10.6pp | 30.76%-7.3pp | 345.43%-322.0pp |
| Employer contribution / active EE | $3,858 | $3,310+16.6% | $2,501+54.3% | $4,764-19.0% |
| Participant deferral / active EE | $4,896 | $4,554+7.5% | $3,603+35.9% | $5,851-16.3% |
| Admin fee / account holder | $5,841 | $8,081-27.7% | $5,420+7.8% | $11,599-49.6% |