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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 | $240,493 | $106,749+125.3% | $145,433+65.4% | $82,448+191.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.27% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,573 | $3,444-54.3% | $4,554-65.5% | $2,551-38.3% |
| Participant deferral / active EE | $11,286 | $6,519+73.1% | $7,897+42.9% | $4,139+172.7% |
| Admin fee / account holder | $1,376 | $8,390-83.6% | $13,129-89.5% | $7,234-81.0% |