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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 | $249,676 | $107,421+132.4% | $182,262+37.0% | $94,015+165.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 16.61% | 21.32%-4.7pp | 140.60%-124.0pp | 17.84%-1.2pp |
| Employer contribution / active EE | $4,416 | $3,448+28.1% | $5,046-12.5% | $2,790+58.3% |
| Participant deferral / active EE | $10,685 | $6,558+62.9% | $8,276+29.1% | $4,249+151.4% |
| Admin fee / account holder | $4,543 | $8,692-47.7% | $16,712-72.8% | $8,951-49.3% |