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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 | $249,856 | $87,166+186.6% | $76,735+225.6% | $137,256+82.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.44% | 26.50%-14.1pp | 29.77%-17.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $4,004 | $2,904+37.9% | $2,454+63.2% | $4,156-3.7% |
| Participant deferral / active EE | $4,347 | $4,726-8.0% | $4,088+6.3% | $6,407-32.2% |
| Admin fee / account holder | $9,306 | $8,403+10.7% | $7,189+29.4% | $12,270-24.2% |