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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 | $247,897 | $99,994+147.9% | $146,647+69.0% | $85,851+188.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.37% | 18.93%-5.6pp | 22.75%-9.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $4,839 | $2,559+89.1% | $4,137+17.0% | $2,565+88.6% |
| Participant deferral / active EE | $6,650 | $4,006+66.0% | $5,506+20.8% | $3,952+68.2% |
| Admin fee / account holder | $1,283 | $7,703-83.3% | $10,281-87.5% | $6,261-79.5% |