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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 | $128,668 | $93,617+37.4% | $135,982-5.4% | $75,177+71.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.08% | 30.89%-14.8pp | 68.32%-52.2pp | 160.75%-144.7pp |
| Employer contribution / active EE | $8,404 | $3,538+137.5% | $4,859+73.0% | $2,671+214.6% |
| Participant deferral / active EE | $8,488 | $6,406+32.5% | $7,760+9.4% | $4,126+105.7% |
| Admin fee / account holder | $1,855 | $6,980-73.4% | $10,767-82.8% | $5,651-67.2% |