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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 | $192,076 | $162,812+18.0% | $133,971+43.4% | $158,966+20.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.55% | 41.94%-29.4pp | 45.09%-32.5pp | 302.95%-290.4pp |
| Employer contribution / active EE | $8,180 | $4,976+64.4% | $3,919+108.7% | $4,762+71.8% |
| Participant deferral / active EE | $5,690 | $5,910-3.7% | $5,047+12.7% | $5,983-4.9% |
| Admin fee / account holder | $48,854 | $11,741+316.1% | $8,929+447.1% | $11,250+334.3% |