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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 | $104,897 | $86,288+21.6% | $111,306-5.8% | $85,851+22.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.59% | 19.99%-6.4pp | 54.67%-41.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $2,960 | $2,044+44.8% | $2,732+8.3% | $2,565+15.4% |
| Participant deferral / active EE | $3,865 | $3,641+6.2% | $4,488-13.9% | $3,952-2.2% |
| Admin fee / account holder | $5,112 | $8,189-37.6% | $7,966-35.8% | $6,261-18.3% |