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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 | $102,630 | $67,372+52.3% | $60,906+68.5% | $134,532-23.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 5.77% | 50.05%-44.3pp | 16.94%-11.2pp | 418.27%-412.5pp |
| Employer contribution / active EE | $3,662 | $3,099+18.2% | $2,703+35.5% | $4,741-22.8% |
| Participant deferral / active EE | $2,094 | $4,532-53.8% | $3,814-45.1% | $6,401-67.3% |
| Admin fee / account holder | $2,767 | $4,588-39.7% | $3,227-14.2% | $11,429-75.8% |