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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 | $188,273 | $117,846+59.8% | $102,434+83.8% | $145,884+29.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.56% | 31.90%-13.3pp | 29.46%-10.9pp | 551.85%-533.3pp |
| Employer contribution / active EE | $2,269 | $3,615-37.2% | $3,023-24.9% | $4,662-51.3% |
| Participant deferral / active EE | $11,483 | $5,733+100.3% | $5,055+127.2% | $6,690+71.7% |
| Admin fee / account holder | $3,726 | $13,356-72.1% | $9,462-60.6% | $13,392-72.2% |