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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 | $107,421+123.9% | $182,262+31.9% | $94,015+155.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 16.27% | 21.32%-5.0pp | 140.60%-124.3pp | 17.84%-1.6pp |
| Employer contribution / active EE | $1,573 | $3,448-54.4% | $5,046-68.8% | $2,790-43.6% |
| Participant deferral / active EE | $11,286 | $6,558+72.1% | $8,276+36.4% | $4,249+165.6% |
| Admin fee / account holder | $1,376 | $8,692-84.2% | $16,712-91.8% | $8,951-84.6% |