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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 | $87,166+82.3% | $76,735+107.1% | $137,256+15.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.67% | 26.50%-12.8pp | 29.77%-16.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $8,040 | $2,904+176.8% | $2,454+227.6% | $4,156+93.5% |
| Participant deferral / active EE | $31,000 | $4,726+555.9% | $4,088+658.3% | $6,407+383.9% |
| Admin fee / account holder | $1,097 | $8,403-86.9% | $7,189-84.7% | $12,270-91.1% |