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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 | $127,266 | $93,617+35.9% | $135,982-6.4% | $75,177+69.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.26% | 30.89%-5.6pp | 68.32%-43.1pp | 160.75%-135.5pp |
| Employer contribution / active EE | $7,447 | $3,538+110.5% | $4,859+53.3% | $2,671+178.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,844 | $6,980-30.6% | $10,767-55.0% | $5,651-14.3% |