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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 | $129,275 | $125,797+2.8% | $170,043-24.0% | $75,173+72.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.58% | 27.20%-7.6pp | 53.40%-33.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $15,268 | $4,616+230.7% | $6,790+124.9% | $2,671+471.6% |
| Participant deferral / active EE | $19,934 | $6,838+191.5% | $10,410+91.5% | $4,126+383.1% |
| Admin fee / account holder | $5,660 | $8,177-30.8% | $12,824-55.9% | $5,651+0.2% |