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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 | $213,275 | $111,535+91.2% | $105,223+102.7% | $137,256+55.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.04% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,544 | $3,939-60.8% | $3,689-58.1% | $4,156-62.8% |
| Participant deferral / active EE | $10,454 | $5,500+90.1% | $5,072+106.1% | $6,407+63.2% |
| Admin fee / account holder | $520 | $9,721-94.7% | $8,859-94.1% | $12,270-95.8% |