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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 | $122,652 | $94,439+29.9% | $73,658+66.5% | $154,746-20.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 14.44% | 28.25%-13.8pp | 29.72%-15.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $13,479 | $1,257+972.1% | $1,032+1205.7% | $4,379+207.8% |
| Participant deferral / active EE | $7,725 | $2,527+205.7% | $2,062+274.6% | $6,730+14.8% |
| Admin fee / account holder | $13,502 | $3,843+251.4% | $3,357+302.2% | $14,365-6.0% |