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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 | $245,401 | $77,814+215.4% | $158,223+55.1% | $86,983+182.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 12.13% | 30.54%-18.4pp | 52.09%-40.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $4,399 | $2,592+69.7% | $4,109+7.1% | $2,584+70.2% |
| Participant deferral / active EE | $7,720 | $3,270+136.1% | $5,467+41.2% | $4,194+84.1% |
| Admin fee / account holder | $1,181 | $5,879-79.9% | $16,047-92.6% | $7,856-85.0% |