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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 | $132,726 | $87,546+51.6% | $75,784+75.1% | $125,389+5.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 7.97% | 13.49%-5.5pp | 9.68%-1.7pp | 282.24%-274.3pp |
| Employer contribution / active EE | $17,389 | $3,930+342.5% | $3,323+423.2% | $4,866+257.3% |
| Participant deferral / active EE | $8,277 | $4,230+95.7% | $3,652+126.7% | $5,352+54.7% |
| Admin fee / account holder | $1,991 | $6,503-69.4% | $5,300-62.4% | $9,541-79.1% |