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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 | $107,675 | $81,643+31.9% | $70,462+52.8% | $158,950-32.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.88% | 208.51%-191.6pp | 109.08%-92.2pp | 302.91%-286.0pp |
| Employer contribution / active EE | $4,872 | $3,218+51.4% | $2,737+78.0% | $4,762+2.3% |
| Participant deferral / active EE | $8,775 | $4,555+92.7% | $3,710+136.5% | $5,983+46.7% |
| Admin fee / account holder | $2,689 | $6,194-56.6% | $3,845-30.1% | $11,248-76.1% |