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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 | $132,255 | $137,414-3.8% | $189,537-30.2% | $85,847+54.1% |
| Participation rate | 95.2% | 84.6%+10.5pp | 87.8%+7.4pp | 69.3%+25.8pp |
| Annual return | 17.71% | 38.14%-20.4pp | 555.34%-537.6pp | 318.61%-300.9pp |
| Employer contribution / active EE | $7,698 | $4,344+77.2% | $6,161+25.0% | $2,565+200.1% |
| Participant deferral / active EE | $15,526 | $6,260+148.0% | $8,220+88.9% | $3,952+292.8% |
| Admin fee / account holder | $664 | $8,630-92.3% | $12,048-94.5% | $6,261-89.4% |