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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 | $109,557 | $93,617+17.0% | $135,982-19.4% | $75,177+45.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 57.10% | 30.89%+26.2pp | 68.32%-11.2pp | 160.75%-103.7pp |
| Employer contribution / active EE | $4,500 | $3,538+27.2% | $4,859-7.4% | $2,671+68.5% |
| Participant deferral / active EE | $3,231 | $6,406-49.6% | $7,760-58.4% | $4,126-21.7% |
| Admin fee / account holder | $11,964 | $6,980+71.4% | $10,767+11.1% | $5,651+111.7% |