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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 | $233,222 | $136,860+70.4% | $120,344+93.8% | $154,746+50.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.99% | 21.38%-7.4pp | 20.30%-6.3pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,943 | $3,533+11.6% | $3,020+30.5% | $4,379-10.0% |
| Participant deferral / active EE | $6,200 | $5,793+7.0% | $5,135+20.7% | $6,730-7.9% |
| Admin fee / account holder | $33,673 | $15,393+118.8% | $12,742+164.3% | $14,365+134.4% |