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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 | $197,426 | $123,793+59.5% | $177,848+11.0% | $79,856+147.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.18% | 22.82%-6.6pp | 48.33%-32.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,943 | $4,095-3.7% | $5,919-33.4% | $2,471+59.6% |
| Participant deferral / active EE | $14,701 | $5,956+146.8% | $7,714+90.6% | $3,741+293.0% |
| Admin fee / account holder | $9,075 | $7,243+25.3% | $12,431-27.0% | $5,306+71.0% |