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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 | $80,408 | $98,766-18.6% | $149,730-46.3% | $79,852+0.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.79% | 27.43%-11.6pp | 276.70%-260.9pp | 31.72%-15.9pp |
| Employer contribution / active EE | $5,043 | $3,217+56.8% | $4,645+8.6% | $2,471+104.1% |
| Participant deferral / active EE | $10,014 | $5,681+76.3% | $6,843+46.3% | $3,740+167.7% |
| Admin fee / account holder | $4,544 | $6,052-24.9% | $9,310-51.2% | $5,306-14.4% |