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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 | $245,741 | $124,425+97.5% | $112,040+119.3% | $137,256+79.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.81% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,925 | $3,411+15.1% | $2,954+32.9% | $4,156-5.6% |
| Participant deferral / active EE | $12,656 | $5,718+121.3% | $5,098+148.3% | $6,407+97.5% |
| Admin fee / account holder | $3,647 | $15,207-76.0% | $12,098-69.9% | $12,270-70.3% |