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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 | $103,733 | $98,240+5.6% | $82,312+26.0% | $147,586-29.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.43% | 30.85%-18.4pp | 25.88%-13.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $6,531 | $3,192+104.6% | $2,428+169.0% | $4,876+33.9% |
| Participant deferral / active EE | $5,419 | $4,383+23.6% | $3,706+46.2% | $5,439-0.4% |
| Admin fee / account holder | $5,108 | $8,563-40.3% | $5,608-8.9% | $10,886-53.1% |