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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 | $245,670 | $82,523+197.7% | $115,752+112.2% | $70,126+250.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 17.66% | 28.22%-10.6pp | 19.41%-1.8pp | 73.15%-55.5pp |
| Employer contribution / active EE | $13,793 | $2,758+400.1% | $3,492+295.0% | $2,343+488.8% |
| Participant deferral / active EE | $14,723 | $4,062+262.4% | $5,204+182.9% | $3,332+341.9% |
| Admin fee / account holder | $898 | $4,552-80.3% | $6,278-85.7% | $4,645-80.7% |