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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 | $237,595 | $135,905+74.8% | $126,068+88.5% | $198,609+19.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 7.89% | 14.07%-6.2pp | 15.01%-7.1pp | 202.70%-194.8pp |
| Employer contribution / active EE | $2,274 | $4,245-46.4% | $3,968-42.7% | $5,055-55.0% |
| Participant deferral / active EE | $10,031 | $8,523+17.7% | $8,214+22.1% | $6,977+43.8% |
| Admin fee / account holder | $8,126 | $21,036-61.4% | $18,264-55.5% | $19,030-57.3% |