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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 | $168,311 | $111,535+50.9% | $105,223+60.0% | $137,256+22.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.50% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,729 | $3,939-30.7% | $3,689-26.0% | $4,156-34.3% |
| Participant deferral / active EE | $5,347 | $5,500-2.8% | $5,072+5.4% | $6,407-16.5% |
| Admin fee / account holder | $2,053 | $9,721-78.9% | $8,859-76.8% | $12,270-83.3% |