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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 | $210,838 | $111,535+89.0% | $105,223+100.4% | $137,256+53.6% |
| 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 | $12,372 | $3,939+214.1% | $3,689+235.4% | $4,156+197.7% |
| Participant deferral / active EE | $4,993 | $5,500-9.2% | $5,072-1.6% | $6,407-22.1% |
| Admin fee / account holder | $1,587 | $9,721-83.7% | $8,859-82.1% | $12,270-87.1% |