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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 | $128,647 | $85,060+51.2% | $70,565+82.3% | $139,487-7.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 22.45% | 30.39%-7.9pp | 32.79%-10.3pp | 373.84%-351.4pp |
| Employer contribution / active EE | $16,159 | $3,912+313.1% | $2,976+443.0% | $4,755+239.9% |
| Participant deferral / active EE | $13,050 | $5,891+121.5% | $4,568+185.7% | $6,713+94.4% |
| Admin fee / account holder | $99,089 | $8,932+1009.3% | $6,430+1441.1% | $11,407+768.6% |