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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 | $152,943 | $111,535+37.1% | $105,223+45.4% | $137,256+11.4% |
| 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 | $4,661 | $3,939+18.3% | $3,689+26.4% | $4,156+12.1% |
| Participant deferral / active EE | $18,577 | $5,500+237.8% | $5,072+266.3% | $6,407+190.0% |
| Admin fee / account holder | $6,865 | $9,721-29.4% | $8,859-22.5% | $12,270-44.1% |