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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 | $193,868 | $162,821+19.1% | $133,978+44.7% | $158,982+21.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.09% | 41.95%-30.9pp | 45.10%-34.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $1,788 | $4,976-64.1% | $3,919-54.4% | $4,763-62.5% |
| Participant deferral / active EE | $10,154 | $5,910+71.8% | $5,047+101.2% | $5,983+69.7% |
| Admin fee / account holder | $1,328 | $11,742-88.7% | $8,930-85.1% | $11,252-88.2% |