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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 | $239,241 | $153,311+56.0% | $109,313+118.9% | $273,972-12.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.26% | 29.86%-23.6pp | 22.07%-15.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $4,492 | $5,619-20.1% | $3,892+15.4% | $4,869-7.7% |
| Participant deferral / active EE | $12,000 | $3,932+205.2% | $3,166+279.0% | $5,287+127.0% |
| Admin fee / account holder | $2,557 | $8,076-68.3% | $5,666-54.9% | $10,133-74.8% |