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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 | $123,503 | $107,341+15.1% | $92,897+32.9% | $152,870-19.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.27% | 145.59%-123.3pp | 109.42%-87.2pp | 345.34%-323.1pp |
| Employer contribution / active EE | $2,839 | $4,221-32.7% | $3,653-22.3% | $4,763-40.4% |
| Participant deferral / active EE | $11,339 | $4,847+133.9% | $4,238+167.6% | $5,850+93.8% |
| Admin fee / account holder | $8,436 | $7,080+19.2% | $5,794+45.6% | $11,597-27.3% |