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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 | $192,175 | $124,980+53.8% | $108,359+77.3% | $154,746+24.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.94% | 45.00%-34.1pp | 36.89%-26.0pp | 172.34%-161.4pp |
| Employer contribution / active EE | $9,720 | $2,851+241.0% | $2,399+305.1% | $4,379+122.0% |
| Participant deferral / active EE | $4,488 | $4,743-5.4% | $4,137+8.5% | $6,730-33.3% |
| Admin fee / account holder | $2,491 | $11,502-78.3% | $9,741-74.4% | $14,365-82.7% |