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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 | $185,031 | $111,535+65.9% | $105,223+75.8% | $137,256+34.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.16% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,622 | $3,939+42.7% | $3,689+52.4% | $4,156+35.3% |
| Participant deferral / active EE | $17,196 | $5,500+212.7% | $5,072+239.1% | $6,407+168.4% |
| Admin fee / account holder | $4,216 | $9,721-56.6% | $8,859-52.4% | $12,270-65.6% |