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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 | $113,314 | $104,251+8.7% | $91,004+24.5% | $147,586-23.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.81% | 27.06%-15.2pp | 4.60%+7.2pp | 578.59%-566.8pp |
| Employer contribution / active EE | $3,712 | $3,116+19.2% | $2,456+51.2% | $4,876-23.9% |
| Participant deferral / active EE | $9,340 | $4,195+122.6% | $3,548+163.3% | $5,439+71.7% |
| Admin fee / account holder | $1,378 | $8,948-84.6% | $5,417-74.6% | $10,886-87.3% |