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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 | $114,370 | $76,312+49.9% | $67,221+70.1% | $158,950-28.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.92% | 22.77%+4.2pp | 20.72%+6.2pp | 302.91%-276.0pp |
| Employer contribution / active EE | $24,000 | $4,476+436.1% | $3,723+544.6% | $4,762+404.0% |
| Participant deferral / active EE | $26,000 | $5,264+393.9% | $4,384+493.1% | $5,983+334.6% |
| Admin fee / account holder | $1,570 | $8,005-80.4% | $5,844-73.1% | $11,248-86.0% |