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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 | $222,984 | $106,749+108.9% | $145,433+53.3% | $82,448+170.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.30% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,944 | $3,444-14.5% | $4,554-35.4% | $2,551+15.4% |
| Participant deferral / active EE | $17,374 | $6,519+166.5% | $7,897+120.0% | $4,139+319.7% |
| Admin fee / account holder | $787 | $8,390-90.6% | $13,129-94.0% | $7,234-89.1% |