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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 | $114,119+66.8% | $107,187+77.6% | $138,895+37.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.50% | 273.21%-256.7pp | 204.55%-188.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,517 | $4,059-38.0% | $3,782-33.5% | $4,194-40.0% |
| Participant deferral / active EE | $10,209 | $5,538+84.3% | $5,096+100.3% | $6,396+59.6% |
| Admin fee / account holder | $11,682 | $10,024+16.5% | $9,162+27.5% | $12,562-7.0% |