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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 | $192,255 | $111,535+72.4% | $105,223+82.7% | $137,256+40.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.76% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,666 | $3,939-57.7% | $3,689-54.8% | $4,156-59.9% |
| Participant deferral / active EE | $5,419 | $5,500-1.5% | $5,072+6.8% | $6,407-15.4% |
| Admin fee / account holder | $1,503 | $9,721-84.5% | $8,859-83.0% | $12,270-87.8% |