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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 | $196,676 | $162,821+20.8% | $133,978+46.8% | $158,982+23.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.79% | 41.95%-26.2pp | 45.10%-29.3pp | 302.99%-287.2pp |
| Employer contribution / active EE | $10,537 | $4,976+111.8% | $3,919+168.9% | $4,763+121.2% |
| Participant deferral / active EE | $10,136 | $5,910+71.5% | $5,047+100.8% | $5,983+69.4% |
| Admin fee / account holder | $3,948 | $11,742-66.4% | $8,930-55.8% | $11,252-64.9% |