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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 | $106,524+134.4% | $152,301+63.9% | $87,485+185.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.61% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $4,416 | $3,371+31.0% | $4,624-4.5% | $2,596+70.1% |
| Participant deferral / active EE | $10,685 | $6,525+63.7% | $8,004+33.5% | $4,274+150.0% |
| Admin fee / account holder | $4,543 | $8,287-45.2% | $14,398-68.4% | $7,775-41.6% |