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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 | $99,875+140.8% | $146,866+63.8% | $86,983+176.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.27% | 28.10%-11.8pp | 102.85%-86.6pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,573 | $3,224-51.2% | $4,425-64.4% | $2,584-39.1% |
| Participant deferral / active EE | $11,286 | $6,322+78.5% | $7,759+45.5% | $4,194+169.1% |
| Admin fee / account holder | $1,376 | $7,838-82.4% | $13,620-89.9% | $7,856-82.5% |