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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 | $243,676 | $101,795+139.4% | $165,100+47.6% | $80,959+201.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.43% | 16.73%-3.3pp | 70.21%-56.8pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,411 | $2,954+15.5% | $4,348-21.5% | $2,757+23.7% |
| Participant deferral / active EE | $10,997 | $4,476+145.7% | $6,035+82.2% | $4,300+155.7% |
| Admin fee / account holder | $2,118 | $8,221-74.2% | $12,696-83.3% | $6,925-69.4% |