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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 | $121,315 | $112,935+7.4% | $90,970+33.4% | $158,966-23.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.97% | 215.79%-197.8pp | 134.58%-116.6pp | 302.95%-285.0pp |
| Employer contribution / active EE | $1,344 | $2,895-53.6% | $2,122-36.7% | $4,762-71.8% |
| Participant deferral / active EE | $4,159 | $4,129+0.7% | $3,373+23.3% | $5,983-30.5% |
| Admin fee / account holder | $1,761 | $8,045-78.1% | $5,960-70.5% | $11,250-84.4% |