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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 | $128,236 | $93,617+37.0% | $135,982-5.7% | $75,177+70.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.03% | 30.89%-11.9pp | 68.32%-49.3pp | 160.75%-141.7pp |
| Employer contribution / active EE | $5,356 | $3,538+51.4% | $4,859+10.2% | $2,671+100.5% |
| Participant deferral / active EE | $8,850 | $6,406+38.1% | $7,760+14.0% | $4,126+114.5% |
| Admin fee / account holder | $26,783 | $6,980+283.7% | $10,767+148.7% | $5,651+373.9% |