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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 | $89,028 | $69,248+28.6% | $64,101+38.9% | $139,466-36.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.71% | 45.95%-24.2pp | 33.72%-12.0pp | 373.66%-352.0pp |
| Employer contribution / active EE | $3,476 | $3,185+9.2% | $2,749+26.5% | $4,754-26.9% |
| Participant deferral / active EE | $7,829 | $4,682+67.2% | $3,881+101.7% | $6,712+16.6% |
| Admin fee / account holder | $4,179 | $4,247-1.6% | $3,070+36.1% | $11,409-63.4% |