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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 | $131,395 | $115,903+13.4% | $100,528+30.7% | $158,966-17.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.36% | 34.80%-15.4pp | 30.90%-11.5pp | 302.95%-283.6pp |
| Employer contribution / active EE | $20,267 | $4,105+393.7% | $3,419+492.8% | $4,762+325.5% |
| Participant deferral / active EE | $13,000 | $6,677+94.7% | $6,271+107.3% | $5,983+117.3% |
| Admin fee / account holder | $904 | $11,000-91.8% | $8,084-88.8% | $11,250-92.0% |