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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 | $126,292 | $93,598+34.9% | $135,974-7.1% | $75,173+68.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.10% | 30.89%-9.8pp | 68.30%-47.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $6,816 | $3,538+92.7% | $4,859+40.3% | $2,671+155.2% |
| Participant deferral / active EE | $15,717 | $6,405+145.4% | $7,760+102.5% | $4,126+280.9% |
| Admin fee / account holder | $4,691 | $6,978-32.8% | $10,767-56.4% | $5,651-17.0% |