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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 | $204,486 | $138,312+47.8% | $122,979+66.3% | $155,188+31.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.08% | 22.06%-14.0pp | 20.12%-12.0pp | 148.84%-140.8pp |
| Employer contribution / active EE | $4,212 | $3,530+19.3% | $3,062+37.5% | $4,248-0.8% |
| Participant deferral / active EE | $9,060 | $5,592+62.0% | $5,003+81.1% | $6,531+38.7% |
| Admin fee / account holder | $4,228 | $15,089-72.0% | $12,864-67.1% | $14,480-70.8% |