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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 | $231,591 | $111,535+107.6% | $105,223+120.1% | $137,256+68.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.25% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $11,765 | $3,939+198.6% | $3,689+219.0% | $4,156+183.1% |
| Participant deferral / active EE | $7,938 | $5,500+44.3% | $5,072+56.5% | $6,407+23.9% |
| Admin fee / account holder | $3,799 | $9,721-60.9% | $8,859-57.1% | $12,270-69.0% |