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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 | $209,949 | $315,200-33.4% | $238,191-11.9% | $155,188+35.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 14.65% | 10.25%+4.4pp | 13.02%+1.6pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,549 | $6,383-44.4% | $5,082-30.2% | $4,248-16.4% |
| Participant deferral / active EE | $17,746 | $8,044+120.6% | $6,726+163.9% | $6,531+171.7% |
| Admin fee / account holder | $20,692 | $48,031-56.9% | $34,582-40.2% | $14,480+42.9% |