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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 | $131,844 | $105,200+25.3% | $159,474-17.3% | $85,847+53.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.81% | 45.08%-27.3pp | 263.68%-245.9pp | 318.61%-300.8pp |
| Employer contribution / active EE | $3,308 | $3,319-0.3% | $4,831-31.5% | $2,565+29.0% |
| Participant deferral / active EE | $6,952 | $5,946+16.9% | $7,353-5.5% | $3,952+75.9% |
| Admin fee / account holder | $7,607 | $6,934+9.7% | $10,802-29.6% | $6,261+21.5% |