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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 | $138,955 | $125,797+10.5% | $170,028-18.3% | $75,181+84.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.03% | 27.20%-12.2pp | 53.39%-38.4pp | 160.69%-145.7pp |
| Employer contribution / active EE | $3,395 | $4,616-26.5% | $6,788-50.0% | $2,671+27.1% |
| Participant deferral / active EE | $8,635 | $6,838+26.3% | $10,409-17.0% | $4,126+109.3% |
| Admin fee / account holder | $19,815 | $8,177+142.3% | $12,820+54.6% | $5,650+250.7% |