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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 | $177,918 | $117,904+50.9% | $102,457+73.7% | $145,978+21.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 31.80%-16.0pp | 29.41%-13.6pp | 550.52%-534.7pp |
| Employer contribution / active EE | $3,410 | $3,613-5.6% | $3,022+12.8% | $4,662-26.8% |
| Participant deferral / active EE | $3,194 | $5,733-44.3% | $5,054-36.8% | $6,690-52.2% |
| Admin fee / account holder | $10,261 | $13,329-23.0% | $9,451+8.6% | $13,400-23.4% |