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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 | $213,137 | $147,556+44.4% | $129,031+65.2% | $198,609+7.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 18.50% | 37.41%-18.9pp | 34.67%-16.2pp | 202.70%-184.2pp |
| Employer contribution / active EE | $7,327 | $3,645+101.0% | $3,226+127.1% | $5,055+44.9% |
| Participant deferral / active EE | $18,872 | $5,760+227.7% | $5,217+261.7% | $6,977+170.5% |
| Admin fee / account holder | $4,328 | $15,467-72.0% | $13,208-67.2% | $19,030-77.3% |