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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 | $174,478 | $125,797+38.7% | $170,043+2.6% | $75,173+132.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.17% | 27.20%-11.0pp | 53.40%-37.2pp | 160.72%-144.6pp |
| Employer contribution / active EE | $5,161 | $4,616+11.8% | $6,790-24.0% | $2,671+93.2% |
| Participant deferral / active EE | $12,182 | $6,838+78.2% | $10,410+17.0% | $4,126+195.2% |
| Admin fee / account holder | $21,920 | $8,177+168.1% | $12,824+70.9% | $5,651+287.9% |