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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 | $114,272 | $100,147+14.1% | $81,286+40.6% | $145,877-21.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.03% | 34.44%-22.4pp | 24.80%-12.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $7,109 | $2,977+138.8% | $2,463+188.7% | $4,663+52.5% |
| Participant deferral / active EE | $3,578 | $4,607-22.3% | $3,883-7.9% | $6,691-46.5% |
| Admin fee / account holder | $921 | $8,201-88.8% | $5,764-84.0% | $13,402-93.1% |