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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 | $182,365 | $111,535+63.5% | $105,223+73.3% | $137,256+32.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.51% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $10,979 | $3,939+178.7% | $3,689+197.7% | $4,156+164.2% |
| Participant deferral / active EE | $8,225 | $5,500+49.6% | $5,072+62.2% | $6,407+28.4% |
| Admin fee / account holder | $41,055 | $9,721+322.3% | $8,859+363.4% | $12,270+234.6% |