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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 | $93,345+10.1% | $119,126-13.7% | $87,485+17.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 22.91% | 19.08%+3.8pp | 282.11%-259.2pp | 26.06%-3.1pp |
| Employer contribution / active EE | $3,557 | $3,172+12.2% | $4,034-11.8% | $2,596+37.0% |
| Participant deferral / active EE | $8,170 | $4,099+99.3% | $5,318+53.6% | $4,274+91.2% |
| Admin fee / account holder | $5,624 | $8,039-30.0% | $10,693-47.4% | $7,775-27.7% |