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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 | $240,255 | $138,312+73.7% | $122,979+95.4% | $155,188+54.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.95% | 22.06%-10.1pp | 20.12%-8.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $21,578 | $3,530+511.2% | $3,062+604.6% | $4,248+408.0% |
| Participant deferral / active EE | $9,327 | $5,592+66.8% | $5,003+86.4% | $6,531+42.8% |
| Admin fee / account holder | $2,202 | $15,089-85.4% | $12,864-82.9% | $14,480-84.8% |