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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 | $114,855 | $125,797-8.7% | $170,043-32.5% | $75,173+52.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.13% | 27.20%-5.1pp | 53.40%-31.3pp | 160.72%-138.6pp |
| Employer contribution / active EE | $7,202 | $4,616+56.0% | $6,790+6.1% | $2,671+169.7% |
| Participant deferral / active EE | $11,106 | $6,838+62.4% | $10,410+6.7% | $4,126+169.2% |
| Admin fee / account holder | $2,767 | $8,177-66.2% | $12,824-78.4% | $5,651-51.0% |