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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 | $140,982 | $116,203+21.3% | $93,621+50.6% | $152,909-7.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 25.27% | 35.96%-10.7pp | 32.76%-7.5pp | 345.46%-320.2pp |
| Employer contribution / active EE | $12,532 | $3,219+289.3% | $2,719+361.0% | $4,764+163.1% |
| Participant deferral / active EE | $9,255 | $4,605+101.0% | $4,070+127.4% | $5,851+58.2% |
| Admin fee / account holder | $1,876 | $10,751-82.6% | $7,890-76.2% | $11,601-83.8% |