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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 | $205,246 | $107,421+91.1% | $182,262+12.6% | $94,015+118.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 18.48% | 21.32%-2.8pp | 140.60%-122.1pp | 17.84%+0.6pp |
| Employer contribution / active EE | $3,719 | $3,448+7.9% | $5,046-26.3% | $2,790+33.3% |
| Participant deferral / active EE | $2,597 | $6,558-60.4% | $8,276-68.6% | $4,249-38.9% |
| Admin fee / account holder | $14,781 | $8,692+70.0% | $16,712-11.6% | $8,951+65.1% |