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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 | $119,397 | $103,392+15.5% | $87,104+37.1% | $152,897-21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.67% | 28.10%-8.4pp | 28.19%-8.5pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,634 | $3,221+12.8% | $2,521+44.1% | $4,764-23.7% |
| Participant deferral / active EE | $8,433 | $4,778+76.5% | $4,048+108.3% | $5,851+44.1% |
| Admin fee / account holder | $3,889 | $12,194-68.1% | $7,491-48.1% | $11,599-66.5% |