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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 | $176,586 | $111,535+58.3% | $105,223+67.8% | $137,256+28.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.25% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,975 | $3,939+51.7% | $3,689+62.0% | $4,156+43.8% |
| Participant deferral / active EE | $11,867 | $5,500+115.8% | $5,072+134.0% | $6,407+85.2% |
| Admin fee / account holder | $17,083 | $9,721+75.7% | $8,859+92.8% | $12,270+39.2% |