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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 | $117,859+51.0% | $102,438+73.7% | $145,959+21.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 31.72%-15.9pp | 29.37%-13.6pp | 561.95%-546.1pp |
| Employer contribution / active EE | $3,410 | $3,615-5.7% | $3,024+12.8% | $4,661-26.8% |
| Participant deferral / active EE | $3,194 | $5,732-44.3% | $5,054-36.8% | $6,689-52.2% |
| Admin fee / account holder | $10,261 | $13,318-23.0% | $9,448+8.6% | $13,398-23.4% |