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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 | $242,995 | $90,486+168.5% | $78,676+208.9% | $273,972-11.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.72% | 75.62%-62.9pp | 62.19%-49.5pp | 41.46%-28.7pp |
| Employer contribution / active EE | $4,706 | $3,175+48.2% | $2,850+65.1% | $4,869-3.3% |
| Participant deferral / active EE | $9,550 | $3,901+144.8% | $3,517+171.6% | $5,287+80.6% |
| Admin fee / account holder | $3,213 | $5,263-39.0% | $4,510-28.8% | $10,133-68.3% |