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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 | $102,764 | $88,672+15.9% | $105,223-2.3% | $82,448+24.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 22.91% | 30.86%-7.9pp | 180.65%-157.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $3,557 | $3,048+16.7% | $3,689-3.6% | $2,551+39.4% |
| Participant deferral / active EE | $8,170 | $4,036+102.4% | $5,072+61.1% | $4,139+97.4% |
| Admin fee / account holder | $5,624 | $7,146-21.3% | $8,859-36.5% | $7,234-22.3% |