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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 | $79,278 | $97,125-18.4% | $86,233-8.1% | $137,256-42.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.32% | 74.19%-51.9pp | 61.39%-39.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $5,279 | $2,841+85.8% | $2,504+110.8% | $4,156+27.0% |
| Participant deferral / active EE | $10,613 | $5,180+104.9% | $4,559+132.8% | $6,407+65.6% |
| Admin fee / account holder | $12,347 | $9,725+27.0% | $8,342+48.0% | $12,270+0.6% |