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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 | $211,028 | $111,535+89.2% | $105,223+100.6% | $137,256+53.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.93% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $15,963 | $3,939+305.2% | $3,689+332.8% | $4,156+284.1% |
| Participant deferral / active EE | $12,280 | $5,500+123.3% | $5,072+142.1% | $6,407+91.7% |
| Admin fee / account holder | $27,027 | $9,721+178.0% | $8,859+205.1% | $12,270+120.3% |