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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 | $214,195 | $111,535+92.0% | $105,223+103.6% | $137,256+56.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.88% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $9,814 | $3,939+149.1% | $3,689+166.1% | $4,156+136.1% |
| Participant deferral / active EE | $13,699 | $5,500+149.1% | $5,072+170.1% | $6,407+113.8% |
| Admin fee / account holder | $4,310 | $9,721-55.7% | $8,859-51.3% | $12,270-64.9% |