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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 | $109,792 | $125,797-12.7% | $170,057-35.4% | $75,177+46.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.56% | 27.20%-7.6pp | 53.42%-33.9pp | 160.75%-141.2pp |
| Employer contribution / active EE | $6,475 | $4,616+40.3% | $6,790-4.7% | $2,671+142.4% |
| Participant deferral / active EE | $7,148 | $6,838+4.5% | $10,411-31.3% | $4,126+73.2% |
| Admin fee / account holder | $21,992 | $8,177+169.0% | $12,826+71.5% | $5,651+289.1% |