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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 | $181,147 | $125,797+44.0% | $170,043+6.5% | $75,173+141.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 31.00% | 27.20%+3.8pp | 53.40%-22.4pp | 160.72%-129.7pp |
| Employer contribution / active EE | $3,844 | $4,616-16.7% | $6,790-43.4% | $2,671+43.9% |
| Participant deferral / active EE | $15,175 | $6,838+121.9% | $10,410+45.8% | $4,126+267.8% |
| Admin fee / account holder | $8,506 | $8,177+4.0% | $12,824-33.7% | $5,651+50.5% |