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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 | $242,733 | $90,486+168.3% | $78,676+208.5% | $273,972-11.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.27% | 75.62%-65.4pp | 62.19%-51.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $4,562 | $3,175+43.7% | $2,850+60.1% | $4,869-6.3% |
| Participant deferral / active EE | $8,069 | $3,901+106.8% | $3,517+129.4% | $5,287+52.6% |
| Admin fee / account holder | $17,204 | $5,263+226.9% | $4,510+281.5% | $10,133+69.8% |