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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 | $118,673 | $108,285+9.6% | $77,552+53.0% | $158,982-25.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.82% | 31.69%-9.9pp | 54.82%-33.0pp | 302.99%-281.2pp |
| Employer contribution / active EE | $5,295 | $1,325+299.6% | $987+436.6% | $4,763+11.2% |
| Participant deferral / active EE | $6,864 | $2,455+179.5% | $1,861+268.8% | $5,983+14.7% |
| Admin fee / account holder | $405 | $3,709-89.1% | $2,859-85.8% | $11,252-96.4% |