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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 | $91,663 | $81,696+12.2% | $70,494+30.0% | $158,982-42.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.87% | 208.70%-195.8pp | 109.16%-96.3pp | 302.99%-290.1pp |
| Employer contribution / active EE | $4,532 | $3,220+40.8% | $2,738+65.5% | $4,763-4.8% |
| Participant deferral / active EE | $9,491 | $4,558+108.2% | $3,711+155.8% | $5,983+58.6% |
| Admin fee / account holder | $5,416 | $6,200-12.6% | $3,848+40.7% | $11,252-51.9% |