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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 | $158,321 | $111,535+41.9% | $105,223+50.5% | $137,256+15.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.55% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $6,390 | $3,939+62.2% | $3,689+73.2% | $4,156+53.7% |
| Participant deferral / active EE | $12,823 | $5,500+133.2% | $5,072+152.8% | $6,407+100.1% |
| Admin fee / account holder | $81,079 | $9,721+734.0% | $8,859+815.2% | $12,270+560.8% |