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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 | $107,733+28.5% | $92,985+48.9% | $154,746-10.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 8.30% | 30.39%-22.1pp | 27.99%-19.7pp | 172.34%-164.0pp |
| Employer contribution / active EE | $5,417 | $3,126+73.3% | $2,662+103.5% | $4,379+23.7% |
| Participant deferral / active EE | $25,147 | $5,053+397.7% | $4,377+474.6% | $6,730+273.6% |
| Admin fee / account holder | $49,810 | $11,369+338.1% | $9,463+426.3% | $14,365+246.7% |