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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 | $220,821 | $111,535+98.0% | $105,223+109.9% | $137,256+60.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.75% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $13,749 | $3,939+249.0% | $3,689+272.8% | $4,156+230.8% |
| Participant deferral / active EE | $11,258 | $5,500+104.7% | $5,072+122.0% | $6,407+75.7% |
| Admin fee / account holder | $3,311 | $9,721-65.9% | $8,859-62.6% | $12,270-73.0% |