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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 | $116,979 | $87,166+34.2% | $76,735+52.4% | $137,256-14.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.43% | 26.50%-12.1pp | 29.77%-15.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,833 | $2,904+32.0% | $2,454+56.2% | $4,156-7.8% |
| Participant deferral / active EE | $12,839 | $4,726+171.7% | $4,088+214.1% | $6,407+100.4% |
| Admin fee / account holder | $95,318 | $8,403+1034.3% | $7,189+1225.8% | $12,270+676.8% |