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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 | $114,876 | $99,652+15.3% | $78,778+45.8% | $147,586-22.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.92% | 47.28%-33.4pp | 35.62%-21.7pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,248 | $2,796-55.4% | $1,986-37.2% | $4,876-74.4% |
| Participant deferral / active EE | $6,347 | $3,664+73.2% | $2,958+114.5% | $5,439+16.7% |
| Admin fee / account holder | $3,220 | $7,155-55.0% | $5,134-37.3% | $10,886-70.4% |