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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 | $241,971 | $138,312+74.9% | $122,979+96.8% | $155,188+55.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 20.43% | 22.06%-1.6pp | 20.12%+0.3pp | 148.84%-128.4pp |
| Employer contribution / active EE | $22,078 | $3,530+525.4% | $3,062+620.9% | $4,248+419.7% |
| Participant deferral / active EE | $10,078 | $5,592+80.2% | $5,003+101.4% | $6,531+54.3% |
| Admin fee / account holder | $6,233 | $15,089-58.7% | $12,864-51.5% | $14,480-57.0% |