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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 | $126,661+94.0% | $113,397+116.7% | $138,895+76.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.81% | 25.05%-12.2pp | 23.20%-10.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $3,925 | $3,456+13.6% | $2,977+31.8% | $4,194-6.4% |
| Participant deferral / active EE | $12,656 | $5,693+122.3% | $5,076+149.3% | $6,396+97.9% |
| Admin fee / account holder | $3,647 | $14,549-74.9% | $11,957-69.5% | $12,562-71.0% |