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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 | $127,827 | $100,262+27.5% | $81,370+57.1% | $145,897-12.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.36% | 34.52%-12.2pp | 24.85%-2.5pp | 552.29%-529.9pp |
| Employer contribution / active EE | $5,855 | $2,979+96.6% | $2,464+137.6% | $4,663+25.6% |
| Participant deferral / active EE | $13,828 | $4,612+199.8% | $3,885+255.9% | $6,689+106.7% |
| Admin fee / account holder | $10,954 | $8,163+34.2% | $5,749+90.5% | $13,390-18.2% |