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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 | $242,590 | $106,749+127.3% | $145,433+66.8% | $82,448+194.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.30% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,360 | $3,444-2.4% | $4,554-26.2% | $2,551+31.7% |
| Participant deferral / active EE | $8,618 | $6,519+32.2% | $7,897+9.1% | $4,139+108.2% |
| Admin fee / account holder | $1,333 | $8,390-84.1% | $13,129-89.8% | $7,234-81.6% |