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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 | $242,643 | $93,617+159.2% | $135,982+78.4% | $75,177+222.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.29% | 30.89%-13.6pp | 68.32%-51.0pp | 160.75%-143.5pp |
| Employer contribution / active EE | $3,600 | $3,538+1.7% | $4,859-25.9% | $2,671+34.8% |
| Participant deferral / active EE | $5,334 | $6,406-16.7% | $7,760-31.3% | $4,126+29.3% |
| Admin fee / account holder | $1,631 | $6,980-76.6% | $10,767-84.9% | $5,651-71.1% |