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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 | $191,969 | $111,535+72.1% | $105,223+82.4% | $137,256+39.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.95% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $19,119 | $3,939+385.3% | $3,689+418.4% | $4,156+360.0% |
| Participant deferral / active EE | $10,711 | $5,500+94.8% | $5,072+111.2% | $6,407+67.2% |
| Admin fee / account holder | $7,995 | $9,721-17.8% | $8,859-9.7% | $12,270-34.8% |