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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 | $131,240 | $183,627-28.5% | $155,602-15.7% | $145,978-10.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 61.32%-45.3pp | 64.81%-48.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $10,680 | $5,316+100.9% | $4,675+128.4% | $4,662+129.1% |
| Participant deferral / active EE | $30,572 | $6,466+372.8% | $5,629+443.1% | $6,690+357.0% |
| Admin fee / account holder | $2,153 | $19,327-88.9% | $15,923-86.5% | $13,400-83.9% |