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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 | $133,599 | $93,617+42.7% | $135,982-1.8% | $75,177+77.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.85% | 30.89%-10.0pp | 68.32%-47.5pp | 160.75%-139.9pp |
| Employer contribution / active EE | $5,408 | $3,538+52.8% | $4,859+11.3% | $2,671+102.5% |
| Participant deferral / active EE | $13,721 | $6,406+114.2% | $7,760+76.8% | $4,126+232.5% |
| Admin fee / account holder | $10,053 | $6,980+44.0% | $10,767-6.6% | $5,651+77.9% |