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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 | $128,571 | $105,960+21.3% | $81,726+57.3% | $158,982-19.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.41% | 38.19%-18.8pp | 29.49%-10.1pp | 302.99%-283.6pp |
| Employer contribution / active EE | $6,384 | $7,805-18.2% | $4,311+48.1% | $4,763+34.0% |
| Participant deferral / active EE | $4,746 | $13,011-63.5% | $7,108-33.2% | $5,983-20.7% |
| Admin fee / account holder | $16,528 | $8,494+94.6% | $5,160+220.3% | $11,252+46.9% |