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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 | $121,366 | $98,776+22.9% | $149,745-19.0% | $79,856+52.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.13% | 27.38%-10.2pp | 276.72%-259.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,753 | $3,217+16.6% | $4,646-19.2% | $2,471+51.9% |
| Participant deferral / active EE | $2,972 | $5,681-47.7% | $6,843-56.6% | $3,741-20.5% |
| Admin fee / account holder | $4,308 | $6,053-28.8% | $9,312-53.7% | $5,306-18.8% |