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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 | $208,472 | $111,535+86.9% | $105,223+98.1% | $137,256+51.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.96% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,882 | $3,939+49.3% | $3,689+59.5% | $4,156+41.5% |
| Participant deferral / active EE | $8,556 | $5,500+55.6% | $5,072+68.7% | $6,407+33.5% |
| Admin fee / account holder | $1,268 | $9,721-87.0% | $8,859-85.7% | $12,270-89.7% |