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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 | $244,932 | $172,111+42.3% | $150,298+63.0% | $137,256+78.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.70% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $10,592 | $4,636+128.5% | $4,154+155.0% | $4,156+154.9% |
| Participant deferral / active EE | $10,315 | $6,166+67.3% | $5,453+89.2% | $6,407+61.0% |
| Admin fee / account holder | $1,555 | $16,471-90.6% | $14,116-89.0% | $12,270-87.3% |