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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 | $236,546 | $98,766+139.5% | $149,730+58.0% | $79,852+196.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.72% | 27.43%-11.7pp | 276.70%-261.0pp | 31.72%-16.0pp |
| Employer contribution / active EE | $3,785 | $3,217+17.7% | $4,645-18.5% | $2,471+53.2% |
| Participant deferral / active EE | $9,985 | $5,681+75.8% | $6,843+45.9% | $3,740+167.0% |
| Admin fee / account holder | $3,591 | $6,052-40.7% | $9,310-61.4% | $5,306-32.3% |