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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 | $186,179 | $114,119+63.1% | $107,187+73.7% | $138,895+34.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.48% | 273.21%-257.7pp | 204.55%-189.1pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,170 | $4,059-21.9% | $3,782-16.2% | $4,194-24.4% |
| Participant deferral / active EE | $15,962 | $5,538+188.2% | $5,096+213.2% | $6,396+149.6% |
| Admin fee / account holder | $5,005 | $10,024-50.1% | $9,162-45.4% | $12,562-60.2% |