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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 | $140,943 | $98,240+43.5% | $82,312+71.2% | $147,586-4.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.69% | 30.85%-15.2pp | 25.88%-10.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $10,332 | $3,192+223.7% | $2,428+325.5% | $4,876+111.9% |
| Participant deferral / active EE | $9,936 | $4,383+126.7% | $3,706+168.1% | $5,439+82.7% |
| Admin fee / account holder | $2,245 | $8,563-73.8% | $5,608-60.0% | $10,886-79.4% |