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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 | $184,573 | $202,440-8.8% | $169,390+9.0% | $139,466+32.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.87% | 532.36%-515.5pp | 406.07%-389.2pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,311 | $4,693-50.8% | $4,013-42.4% | $4,754-51.4% |
| Participant deferral / active EE | $16,573 | $6,940+138.8% | $6,222+166.3% | $6,712+146.9% |
| Admin fee / account holder | $8,117 | $10,722-24.3% | $9,015-10.0% | $11,409-28.9% |