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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 | $248,361 | $93,617+165.3% | $135,982+82.6% | $75,177+230.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.23% | 30.89%-5.7pp | 68.32%-43.1pp | 160.75%-135.5pp |
| Employer contribution / active EE | $3,924 | $3,538+10.9% | $4,859-19.2% | $2,671+46.9% |
| Participant deferral / active EE | $12,486 | $6,406+94.9% | $7,760+60.9% | $4,126+202.6% |
| Admin fee / account holder | $18,865 | $6,980+170.3% | $10,767+75.2% | $5,651+233.8% |