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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 | $105,909 | $77,449+36.7% | $69,483+52.4% | $152,909-30.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.60% | 39.09%-19.5pp | 28.99%-9.4pp | 345.46%-325.9pp |
| Employer contribution / active EE | $5,882 | $3,316+77.4% | $2,780+111.6% | $4,764+23.5% |
| Participant deferral / active EE | $10,795 | $4,415+144.5% | $3,537+205.2% | $5,851+84.5% |
| Admin fee / account holder | $438 | $6,210-93.0% | $3,841-88.6% | $11,601-96.2% |