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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 | $130,719 | $93,617+39.6% | $135,982-3.9% | $75,177+73.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.53% | 30.89%-11.4pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $10,200 | $3,538+188.3% | $4,859+109.9% | $2,671+281.9% |
| Participant deferral / active EE | $11,264 | $6,406+75.8% | $7,760+45.2% | $4,126+173.0% |
| Admin fee / account holder | $1,802 | $6,980-74.2% | $10,767-83.3% | $5,651-68.1% |