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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 | $247,808 | $111,535+122.2% | $105,223+135.5% | $137,256+80.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.40% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,622 | $3,939-8.0% | $3,689-1.8% | $4,156-12.8% |
| Participant deferral / active EE | $6,700 | $5,500+21.8% | $5,072+32.1% | $6,407+4.6% |
| Admin fee / account holder | $2,189 | $9,721-77.5% | $8,859-75.3% | $12,270-82.2% |