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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 | $138,516 | $93,598+48.0% | $135,974+1.9% | $75,173+84.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.77% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $6,332 | $3,538+79.0% | $4,859+30.3% | $2,671+137.1% |
| Participant deferral / active EE | $14,402 | $6,405+124.8% | $7,760+85.6% | $4,126+249.0% |
| Admin fee / account holder | $7,686 | $6,978+10.2% | $10,767-28.6% | $5,651+36.0% |