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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 | $104,687 | $87,166+20.1% | $76,735+36.4% | $137,256-23.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.55% | 26.50%-12.0pp | 29.77%-15.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $12,853 | $2,904+342.5% | $2,454+423.7% | $4,156+209.3% |
| Participant deferral / active EE | $3,706 | $4,726-21.6% | $4,088-9.3% | $6,407-42.2% |
| Admin fee / account holder | $1,634 | $8,403-80.5% | $7,189-77.3% | $12,270-86.7% |