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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 | $118,764 | $78,707+50.9% | $117,861+0.8% | $70,126+69.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.22% | 23.30%-7.1pp | 335.11%-318.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,829 | $2,223+27.2% | $3,786-25.3% | $2,343+20.8% |
| Participant deferral / active EE | $7,799 | $3,297+136.5% | $4,482+74.0% | $3,332+134.1% |
| Admin fee / account holder | $3,570 | $5,066-29.5% | $8,021-55.5% | $4,645-23.1% |