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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 | $181,407 | $114,119+59.0% | $107,187+69.2% | $138,895+30.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.01% | 273.21%-257.2pp | 204.55%-188.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,402 | $4,059-40.8% | $3,782-36.5% | $4,194-42.7% |
| Participant deferral / active EE | $3,033 | $5,538-45.2% | $5,096-40.5% | $6,396-52.6% |
| Admin fee / account holder | $5,353 | $10,024-46.6% | $9,162-41.6% | $12,562-57.4% |