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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 | $164,724 | $111,535+47.7% | $105,223+56.5% | $137,256+20.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.52% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $12,037 | $3,939+205.5% | $3,689+226.3% | $4,156+189.6% |
| Participant deferral / active EE | $12,139 | $5,500+120.7% | $5,072+139.4% | $6,407+89.5% |
| Admin fee / account holder | $10,617 | $9,721+9.2% | $8,859+19.8% | $12,270-13.5% |