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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 | $99,230 | $109,372-9.3% | $89,414+11.0% | $158,966-37.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.22% | 345.55%-328.3pp | 245.50%-228.3pp | 302.95%-285.7pp |
| Employer contribution / active EE | $3,560 | $3,171+12.3% | $2,586+37.6% | $4,762-25.2% |
| Participant deferral / active EE | $12,660 | $4,598+175.3% | $3,890+225.5% | $5,983+111.6% |
| Admin fee / account holder | $1,438 | $6,156-76.6% | $4,883-70.6% | $11,250-87.2% |