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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 | $113,181 | $112,933+0.2% | $90,970+24.4% | $158,982-28.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.81% | 215.82%-199.0pp | 134.60%-117.8pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,376 | $2,893-17.9% | $2,122+12.0% | $4,763-50.1% |
| Participant deferral / active EE | $4,446 | $4,128+7.7% | $3,373+31.8% | $5,983-25.7% |
| Admin fee / account holder | $8,581 | $8,047+6.6% | $5,961+44.0% | $11,252-23.7% |