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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 | $195,143 | $162,821+19.9% | $133,978+45.7% | $158,982+22.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.60% | 41.95%-30.3pp | 45.10%-33.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,405 | $4,976-51.7% | $3,919-38.6% | $4,763-49.5% |
| Participant deferral / active EE | $10,176 | $5,910+72.2% | $5,047+101.6% | $5,983+70.1% |
| Admin fee / account holder | $16,083 | $11,742+37.0% | $8,930+80.1% | $11,252+42.9% |