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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 | $244,895 | $103,164+137.4% | $90,259+171.3% | $154,746+58.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 15.71% | 19.25%-3.5pp | 18.88%-3.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,440 | $2,532-3.6% | $2,291+6.5% | $4,379-44.3% |
| Participant deferral / active EE | $5,240 | $4,422+18.5% | $3,827+36.9% | $6,730-22.1% |
| Admin fee / account holder | $12,024 | $8,593+39.9% | $7,267+65.5% | $14,365-16.3% |