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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 | $200,676 | $111,535+79.9% | $105,223+90.7% | $137,256+46.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.95% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,547 | $3,939-35.3% | $3,689-30.9% | $4,156-38.7% |
| Participant deferral / active EE | $12,334 | $5,500+124.3% | $5,072+143.2% | $6,407+92.5% |
| Admin fee / account holder | $6,399 | $9,721-34.2% | $8,859-27.8% | $12,270-47.8% |