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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 | $89,536 | $83,337+7.4% | $67,834+32.0% | $273,972-67.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 12.13% | 259.45%-247.3pp | 138.47%-126.3pp | 41.46%-29.3pp |
| Employer contribution / active EE | $3,331 | $3,287+1.3% | $2,403+38.6% | $4,869-31.6% |
| Participant deferral / active EE | $3,582 | $4,088-12.4% | $3,160+13.4% | $5,287-32.2% |
| Admin fee / account holder | $12,621 | $6,752+86.9% | $4,622+173.1% | $10,133+24.6% |