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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 | $191,712 | $111,535+71.9% | $105,223+82.2% | $137,256+39.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.81% | 237.85%-212.0pp | 180.65%-154.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $5,323 | $3,939+35.1% | $3,689+44.3% | $4,156+28.1% |
| Participant deferral / active EE | $12,025 | $5,500+118.6% | $5,072+137.1% | $6,407+87.7% |
| Admin fee / account holder | $73,953 | $9,721+660.7% | $8,859+734.8% | $12,270+502.7% |