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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 | $214,867 | $111,535+92.6% | $105,223+104.2% | $137,256+56.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.86% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,734 | $3,939-30.6% | $3,689-25.9% | $4,156-34.2% |
| Participant deferral / active EE | $20,724 | $5,500+276.8% | $5,072+308.6% | $6,407+223.5% |
| Admin fee / account holder | $2,710 | $9,721-72.1% | $8,859-69.4% | $12,270-77.9% |