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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 | $193,524 | $111,535+73.5% | $105,223+83.9% | $137,256+41.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.90% | 237.85%-221.0pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $19,321 | $3,939+390.5% | $3,689+423.8% | $4,156+364.9% |
| Participant deferral / active EE | $14,155 | $5,500+157.4% | $5,072+179.1% | $6,407+120.9% |
| Admin fee / account holder | $3,324 | $9,721-65.8% | $8,859-62.5% | $12,270-72.9% |