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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 | $131,740 | $93,586+40.8% | $135,925-3.1% | $75,173+75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.20% | 30.90%-13.7pp | 68.25%-51.1pp | 160.65%-143.5pp |
| Employer contribution / active EE | $5,448 | $3,537+54.0% | $4,857+12.2% | $2,670+104.0% |
| Participant deferral / active EE | $6,572 | $6,405+2.6% | $7,759-15.3% | $4,126+59.3% |
| Admin fee / account holder | $28,140 | $6,977+303.3% | $10,764+161.4% | $5,651+397.9% |