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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 | $93,617+40.7% | $135,982-3.1% | $75,177+75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.20% | 30.89%-13.7pp | 68.32%-51.1pp | 160.75%-143.6pp |
| Employer contribution / active EE | $5,448 | $3,538+54.0% | $4,859+12.1% | $2,671+104.0% |
| Participant deferral / active EE | $6,572 | $6,406+2.6% | $7,760-15.3% | $4,126+59.3% |
| Admin fee / account holder | $28,140 | $6,980+303.2% | $10,767+161.3% | $5,651+397.9% |