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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 | $248,717 | $111,535+123.0% | $105,223+136.4% | $137,256+81.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.50% | 237.85%-223.4pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $10,337 | $3,939+162.4% | $3,689+180.3% | $4,156+148.7% |
| Participant deferral / active EE | $15,495 | $5,500+181.7% | $5,072+205.5% | $6,407+141.8% |
| Admin fee / account holder | $1,318 | $9,721-86.4% | $8,859-85.1% | $12,270-89.3% |