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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 | $160,663 | $111,535+44.0% | $105,223+52.7% | $137,256+17.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.78% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,137 | $3,939-20.4% | $3,689-15.0% | $4,156-24.5% |
| Participant deferral / active EE | $9,675 | $5,500+75.9% | $5,072+90.8% | $6,407+51.0% |
| Admin fee / account holder | $35,764 | $9,721+267.9% | $8,859+303.7% | $12,270+191.5% |