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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 | $217,579 | $111,535+95.1% | $105,223+106.8% | $137,256+58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.47% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,336 | $3,939-15.3% | $3,689-9.6% | $4,156-19.7% |
| Participant deferral / active EE | $13,272 | $5,500+141.3% | $5,072+161.7% | $6,407+107.2% |
| Admin fee / account holder | $1,470 | $9,721-84.9% | $8,859-83.4% | $12,270-88.0% |