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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 | $140,500 | $111,535+26.0% | $105,223+33.5% | $137,256+2.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.23% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $18,202 | $3,939+362.0% | $3,689+393.5% | $4,156+338.0% |
| Participant deferral / active EE | $11,887 | $5,500+116.1% | $5,072+134.4% | $6,407+85.5% |
| Admin fee / account holder | $43,262 | $9,721+345.0% | $8,859+388.4% | $12,270+252.6% |