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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 | $158,913 | $107,733+47.5% | $92,985+70.9% | $154,746+2.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 13.67% | 30.39%-16.7pp | 27.99%-14.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $8,040 | $3,126+157.2% | $2,662+202.0% | $4,379+83.6% |
| Participant deferral / active EE | $31,000 | $5,053+513.5% | $4,377+608.3% | $6,730+360.6% |
| Admin fee / account holder | $1,097 | $11,369-90.4% | $9,463-88.4% | $14,365-92.4% |