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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 | $158,604 | $111,535+42.2% | $105,223+50.7% | $137,256+15.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.20% | 237.85%-220.7pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,475 | $3,939-37.2% | $3,689-32.9% | $4,156-40.4% |
| Participant deferral / active EE | $9,192 | $5,500+67.1% | $5,072+81.2% | $6,407+43.5% |
| Admin fee / account holder | $18,413 | $9,721+89.4% | $8,859+107.8% | $12,270+50.1% |