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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 | $104,316 | $95,415+9.3% | $185,851-43.9% | $85,851+21.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.25% | 23.59%-8.3pp | 122.11%-106.9pp | 318.63%-303.4pp |
| Employer contribution / active EE | $3,869 | $3,314+16.8% | $5,168-25.1% | $2,565+50.8% |
| Participant deferral / active EE | $7,841 | $3,424+129.0% | $5,569+40.8% | $3,952+98.4% |
| Admin fee / account holder | $15,189 | $7,215+110.5% | $16,245-6.5% | $6,261+142.6% |