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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 | $175,635 | $124,980+40.5% | $108,359+62.1% | $154,746+13.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.74% | 45.00%-27.3pp | 36.89%-19.2pp | 172.34%-154.6pp |
| Employer contribution / active EE | $7,997 | $2,851+180.5% | $2,399+233.3% | $4,379+82.6% |
| Participant deferral / active EE | $2,602 | $4,743-45.1% | $4,137-37.1% | $6,730-61.3% |
| Admin fee / account holder | $367 | $11,502-96.8% | $9,741-96.2% | $14,365-97.4% |