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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 | $190,332 | $111,535+70.6% | $105,223+80.9% | $137,256+38.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.50% | 237.85%-221.4pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,517 | $3,939-36.1% | $3,689-31.8% | $4,156-39.4% |
| Participant deferral / active EE | $10,209 | $5,500+85.6% | $5,072+101.3% | $6,407+59.3% |
| Admin fee / account holder | $11,682 | $9,721+20.2% | $8,859+31.9% | $12,270-4.8% |