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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 | $244,559 | $107,368+127.8% | $92,915+163.2% | $152,909+59.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.05% | 145.64%-128.6pp | 109.45%-92.4pp | 345.46%-328.4pp |
| Employer contribution / active EE | $3,907 | $4,222-7.5% | $3,653+6.9% | $4,764-18.0% |
| Participant deferral / active EE | $6,872 | $4,848+41.8% | $4,238+62.2% | $5,851+17.4% |
| Admin fee / account holder | $5,171 | $7,082-27.0% | $5,796-10.8% | $11,601-55.4% |