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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 | $172,950 | $111,535+55.1% | $105,223+64.4% | $137,256+26.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.72% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,982 | $3,939-24.3% | $3,689-19.2% | $4,156-28.2% |
| Participant deferral / active EE | $4,483 | $5,500-18.5% | $5,072-11.6% | $6,407-30.0% |
| Admin fee / account holder | $17,879 | $9,721+83.9% | $8,859+101.8% | $12,270+45.7% |