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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 | $111,123 | $98,766+12.5% | $149,730-25.8% | $79,852+39.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.63% | 27.43%-12.8pp | 276.70%-262.1pp | 31.72%-17.1pp |
| Employer contribution / active EE | $3,989 | $3,217+24.0% | $4,645-14.1% | $2,471+61.4% |
| Participant deferral / active EE | $8,121 | $5,681+42.9% | $6,843+18.7% | $3,740+117.1% |
| Admin fee / account holder | $47,547 | $6,052+685.6% | $9,310+410.7% | $5,306+796.1% |