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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 | $118,107 | $109,372+8.0% | $89,414+32.1% | $158,966-25.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.11% | 345.55%-323.4pp | 245.50%-223.4pp | 302.95%-280.8pp |
| Employer contribution / active EE | $4,451 | $3,171+40.3% | $2,586+72.1% | $4,762-6.5% |
| Participant deferral / active EE | $10,403 | $4,598+126.2% | $3,890+167.4% | $5,983+73.9% |
| Admin fee / account holder | $1,409 | $6,156-77.1% | $4,883-71.1% | $11,250-87.5% |