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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 | $133,387 | $93,617+42.5% | $135,982-1.9% | $75,177+77.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.15% | 30.89%-14.7pp | 68.32%-52.2pp | 160.75%-144.6pp |
| Employer contribution / active EE | $8,736 | $3,538+146.9% | $4,859+79.8% | $2,671+227.1% |
| Participant deferral / active EE | $12,544 | $6,406+95.8% | $7,760+61.7% | $4,126+204.0% |
| Admin fee / account holder | $3,928 | $6,980-43.7% | $10,767-63.5% | $5,651-30.5% |