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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 | $202,972 | $111,535+82.0% | $105,223+92.9% | $137,256+47.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.69% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,522 | $3,939-10.6% | $3,689-4.5% | $4,156-15.2% |
| Participant deferral / active EE | $9,199 | $5,500+67.3% | $5,072+81.4% | $6,407+43.6% |
| Admin fee / account holder | $18,905 | $9,721+94.5% | $8,859+113.4% | $12,270+54.1% |