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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 | $240,731 | $146,267+64.6% | $197,124+22.1% | $82,448+192.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.28% | 29.61%-11.3pp | 44.34%-26.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $8,201 | $4,723+73.6% | $6,227+31.7% | $2,551+221.5% |
| Participant deferral / active EE | $10,708 | $7,035+52.2% | $9,135+17.2% | $4,139+158.7% |
| Admin fee / account holder | $3,386 | $14,422-76.5% | $16,298-79.2% | $7,234-53.2% |