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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 | $249,029 | $111,535+123.3% | $105,223+136.7% | $137,256+81.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.50% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $14,600 | $3,939+270.6% | $3,689+295.8% | $4,156+251.3% |
| Participant deferral / active EE | $13,142 | $5,500+138.9% | $5,072+159.1% | $6,407+105.1% |
| Admin fee / account holder | $2,190 | $9,721-77.5% | $8,859-75.3% | $12,270-82.2% |