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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 | $193,793 | $111,535+73.8% | $105,223+84.2% | $137,256+41.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.40% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,997 | $3,939+26.8% | $3,689+35.5% | $4,156+20.2% |
| Participant deferral / active EE | $19,907 | $5,500+261.9% | $5,072+292.5% | $6,407+210.7% |
| Admin fee / account holder | $14,457 | $9,721+48.7% | $8,859+63.2% | $12,270+17.8% |