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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 | $208,257 | $117,859+76.7% | $102,438+103.3% | $145,959+42.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.90% | 31.72%-20.8pp | 29.37%-18.5pp | 561.95%-551.0pp |
| Employer contribution / active EE | $9,500 | $3,615+162.8% | $3,024+214.2% | $4,661+103.8% |
| Participant deferral / active EE | $5,164 | $5,732-9.9% | $5,054+2.2% | $6,689-22.8% |
| Admin fee / account holder | $1,707 | $13,318-87.2% | $9,448-81.9% | $13,398-87.3% |