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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 | $104,120 | $99,345+4.8% | $84,753+22.9% | $273,972-62.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 51.35% | 22.93%+28.4pp | 22.78%+28.6pp | 41.46%+9.9pp |
| Employer contribution / active EE | $9,582 | $4,214+127.4% | $3,574+168.1% | $4,869+96.8% |
| Participant deferral / active EE | $11,400 | $4,270+167.0% | $3,712+207.1% | $5,287+115.6% |
| Admin fee / account holder | $1,048 | $6,645-84.2% | $5,333-80.4% | $10,133-89.7% |