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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 | $238,460 | $125,797+89.6% | $170,057+40.2% | $75,177+217.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.78% | 27.20%-8.4pp | 53.42%-34.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $3,651 | $4,616-20.9% | $6,790-46.2% | $2,671+36.7% |
| Participant deferral / active EE | $12,271 | $6,838+79.5% | $10,411+17.9% | $4,126+197.4% |
| Admin fee / account holder | $9,432 | $8,177+15.4% | $12,826-26.5% | $5,651+66.9% |