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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 | $128,988 | $115,917+11.3% | $100,535+28.3% | $158,982-18.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 25.02% | 34.80%-9.8pp | 30.90%-5.9pp | 302.99%-278.0pp |
| Employer contribution / active EE | $11,344 | $4,105+176.3% | $3,419+231.8% | $4,763+138.2% |
| Participant deferral / active EE | $25,305 | $6,677+279.0% | $6,271+303.5% | $5,983+322.9% |
| Admin fee / account holder | $1,304 | $11,002-88.1% | $8,085-83.9% | $11,252-88.4% |