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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 | $138,433 | $123,000+12.5% | $105,582+31.1% | $198,609-30.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 8.30% | 18.31%-10.0pp | 18.61%-10.3pp | 202.70%-194.4pp |
| Employer contribution / active EE | $5,417 | $3,582+51.2% | $2,984+81.5% | $5,055+7.2% |
| Participant deferral / active EE | $25,147 | $5,013+401.7% | $4,353+477.6% | $6,977+260.4% |
| Admin fee / account holder | $49,810 | $16,254+206.4% | $12,856+287.4% | $19,030+161.7% |