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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 | $175,746 | $111,535+57.6% | $105,223+67.0% | $137,256+28.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.31% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,234 | $3,939-17.9% | $3,689-12.3% | $4,156-22.2% |
| Participant deferral / active EE | $3,660 | $5,500-33.5% | $5,072-27.8% | $6,407-42.9% |
| Admin fee / account holder | $2,163 | $9,721-77.8% | $8,859-75.6% | $12,270-82.4% |