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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 | $108,810 | $77,908+39.7% | $149,696-27.3% | $75,173+44.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.84% | 31.73%-14.9pp | 134.46%-117.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $3,843 | $3,138+22.5% | $4,821-20.3% | $2,671+43.9% |
| Participant deferral / active EE | $4,150 | $3,411+21.7% | $5,682-27.0% | $4,126+0.6% |
| Admin fee / account holder | $12,341 | $5,950+107.4% | $13,212-6.6% | $5,651+118.4% |