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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 | $203,555 | $138,312+47.2% | $122,979+65.5% | $155,188+31.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.41% | 22.06%-11.7pp | 20.12%-9.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $814 | $3,530-76.9% | $3,062-73.4% | $4,248-80.8% |
| Participant deferral / active EE | $11,230 | $5,592+100.8% | $5,003+124.5% | $6,531+71.9% |
| Admin fee / account holder | $45,838 | $15,089+203.8% | $12,864+256.3% | $14,480+216.6% |