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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 | $123,392 | $93,589+31.8% | $135,942-9.2% | $75,181+64.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.73% | 30.90%-11.2pp | 68.28%-48.5pp | 160.69%-141.0pp |
| Employer contribution / active EE | $6,581 | $3,537+86.0% | $4,858+35.5% | $2,671+146.4% |
| Participant deferral / active EE | $7,984 | $6,405+24.7% | $7,759+2.9% | $4,126+93.5% |
| Admin fee / account holder | $6,777 | $6,977-2.9% | $10,764-37.0% | $5,650+20.0% |