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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 | $176,058 | $111,535+57.9% | $105,223+67.3% | $137,256+28.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.93% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,458 | $3,939-37.6% | $3,689-33.4% | $4,156-40.9% |
| Participant deferral / active EE | $20,100 | $5,500+265.5% | $5,072+296.3% | $6,407+213.7% |
| Admin fee / account holder | $17,975 | $9,721+84.9% | $8,859+102.9% | $12,270+46.5% |