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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 | $101,763+139.5% | $164,866+47.8% | $80,874+201.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.43% | 16.73%-3.3pp | 69.97%-56.5pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,411 | $2,954+15.5% | $4,343-21.4% | $2,756+23.8% |
| Participant deferral / active EE | $10,997 | $4,477+145.7% | $6,033+82.3% | $4,297+155.9% |
| Admin fee / account holder | $2,118 | $8,228-74.3% | $12,689-83.3% | $6,935-69.5% |