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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 | $149,275 | $124,980+19.4% | $108,359+37.8% | $154,746-3.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.55% | 45.00%-31.4pp | 36.89%-23.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $12,927 | $2,851+353.5% | $2,399+438.7% | $4,379+195.2% |
| Participant deferral / active EE | $13,697 | $4,743+188.8% | $4,137+231.1% | $6,730+103.5% |
| Admin fee / account holder | $6,707 | $11,502-41.7% | $9,741-31.1% | $14,365-53.3% |