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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 | $217,986 | $111,535+95.4% | $105,223+107.2% | $137,256+58.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.84% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,155 | $3,939-19.9% | $3,689-14.5% | $4,156-24.1% |
| Participant deferral / active EE | $41,276 | $5,500+650.5% | $5,072+713.8% | $6,407+544.3% |
| Admin fee / account holder | $3,832 | $9,721-60.6% | $8,859-56.7% | $12,270-68.8% |