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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 | $228,765 | $111,535+105.1% | $105,223+117.4% | $137,256+66.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.04% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $13,464 | $3,939+241.8% | $3,689+265.0% | $4,156+224.0% |
| Participant deferral / active EE | $3,444 | $5,500-37.4% | $5,072-32.1% | $6,407-46.2% |
| Admin fee / account holder | $5,055 | $9,721-48.0% | $8,859-42.9% | $12,270-58.8% |