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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 | $193,508 | $162,812+18.9% | $133,971+44.4% | $158,966+21.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.26% | 41.94%-24.7pp | 45.09%-27.8pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,804 | $4,976-43.7% | $3,919-28.5% | $4,762-41.1% |
| Participant deferral / active EE | $6,316 | $5,910+6.9% | $5,047+25.2% | $5,983+5.6% |
| Admin fee / account holder | $2,035 | $11,741-82.7% | $8,929-77.2% | $11,250-81.9% |