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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 | $240,403 | $105,623+127.6% | $87,502+174.7% | $273,972-12.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.36% | 12.26%-7.9pp | 12.21%-7.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $6,358 | $3,141+102.5% | $2,550+149.4% | $4,869+30.6% |
| Participant deferral / active EE | $11,548 | $3,601+220.7% | $3,149+266.8% | $5,287+118.4% |
| Admin fee / account holder | $21,042 | $4,781+340.1% | $4,221+398.5% | $10,133+107.7% |