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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 | $203,327 | $107,421+89.3% | $182,262+11.6% | $94,015+116.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 14.34% | 21.32%-7.0pp | 140.60%-126.3pp | 17.84%-3.5pp |
| Employer contribution / active EE | $2,817 | $3,448-18.3% | $5,046-44.2% | $2,790+1.0% |
| Participant deferral / active EE | $10,053 | $6,558+53.3% | $8,276+21.5% | $4,249+136.6% |
| Admin fee / account holder | $9,222 | $8,692+6.1% | $16,712-44.8% | $8,951+3.0% |