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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 | $121,341 | $98,776+22.8% | $149,745-19.0% | $79,856+51.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.47% | 27.38%-11.9pp | 276.72%-261.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $4,048 | $3,217+25.8% | $4,646-12.9% | $2,471+63.8% |
| Participant deferral / active EE | $8,795 | $5,681+54.8% | $6,843+28.5% | $3,741+135.1% |
| Admin fee / account holder | $455 | $6,053-92.5% | $9,312-95.1% | $5,306-91.4% |