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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 | $237,591 | $93,617+153.8% | $135,982+74.7% | $75,177+216.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.21% | 30.89%-10.7pp | 68.32%-48.1pp | 160.75%-140.5pp |
| Employer contribution / active EE | $3,698 | $3,538+4.5% | $4,859-23.9% | $2,671+38.5% |
| Participant deferral / active EE | $12,892 | $6,406+101.3% | $7,760+66.1% | $4,126+212.4% |
| Admin fee / account holder | $3,446 | $6,980-50.6% | $10,767-68.0% | $5,651-39.0% |