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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 | $117,547 | $112,915+4.1% | $90,965+29.2% | $158,950-26.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.92% | 215.75%-201.8pp | 134.57%-120.6pp | 302.91%-289.0pp |
| Employer contribution / active EE | $2,800 | $2,894-3.3% | $2,122+31.9% | $4,762-41.2% |
| Participant deferral / active EE | $12,227 | $4,128+196.2% | $3,373+262.5% | $5,983+104.4% |
| Admin fee / account holder | $608 | $8,044-92.4% | $5,960-89.8% | $11,248-94.6% |