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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 | $181,658 | $111,535+62.9% | $105,223+72.6% | $137,256+32.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.91% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $10,401 | $3,939+164.0% | $3,689+182.0% | $4,156+150.3% |
| Participant deferral / active EE | $10,068 | $5,500+83.1% | $5,072+98.5% | $6,407+57.1% |
| Admin fee / account holder | $2,790 | $9,721-71.3% | $8,859-68.5% | $12,270-77.3% |