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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 | $113,516 | $107,368+5.7% | $92,915+22.2% | $152,909-25.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.41% | 145.64%-128.2pp | 109.45%-92.0pp | 345.46%-328.1pp |
| Employer contribution / active EE | $4,437 | $4,222+5.1% | $3,653+21.4% | $4,764-6.9% |
| Participant deferral / active EE | $4,061 | $4,848-16.2% | $4,238-4.2% | $5,851-30.6% |
| Admin fee / account holder | $14,322 | $7,082+102.2% | $5,796+147.1% | $11,601+23.5% |