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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 | $112,729+70.5% | $98,716+94.7% | $137,256+40.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.94% | 38.48%-27.5pp | 31.81%-20.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $9,720 | $2,725+256.7% | $2,279+326.6% | $4,156+133.9% |
| Participant deferral / active EE | $4,488 | $4,640-3.3% | $4,048+10.9% | $6,407-29.9% |
| Admin fee / account holder | $2,491 | $10,129-75.4% | $8,703-71.4% | $12,270-79.7% |