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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 | $243,753 | $132,310+84.2% | $105,754+130.5% | $273,972-11.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.57% | 10.08%-3.5pp | 12.25%-5.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $6,570 | $4,867+35.0% | $4,079+61.1% | $4,869+34.9% |
| Participant deferral / active EE | $11,307 | $6,233+81.4% | $5,326+112.3% | $5,287+113.9% |
| Admin fee / account holder | $102,741 | $12,036+753.6% | $8,309+1136.5% | $10,133+914.0% |