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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 | $99,266 | $93,598+6.1% | $135,974-27.0% | $75,173+32.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.29% | 30.89%-7.6pp | 68.30%-45.0pp | 160.72%-137.4pp |
| Employer contribution / active EE | $6,639 | $3,538+87.7% | $4,859+36.6% | $2,671+148.6% |
| Participant deferral / active EE | $15,040 | $6,405+134.8% | $7,760+93.8% | $4,126+264.5% |
| Admin fee / account holder | $718 | $6,978-89.7% | $10,767-93.3% | $5,651-87.3% |