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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 | $89,024 | $103,393-13.9% | $87,103+2.2% | $152,909-41.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.33% | 28.10%-2.8pp | 28.19%-2.9pp | 345.46%-320.1pp |
| Employer contribution / active EE | $16,031 | $3,221+397.7% | $2,521+535.8% | $4,764+236.5% |
| Participant deferral / active EE | $4,440 | $4,778-7.1% | $4,049+9.7% | $5,851-24.1% |
| Admin fee / account holder | $488 | $12,195-96.0% | $7,491-93.5% | $11,601-95.8% |