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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 | $199,607 | $111,535+79.0% | $105,223+89.7% | $137,256+45.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.86% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $23,070 | $3,939+485.6% | $3,689+525.5% | $4,156+455.1% |
| Participant deferral / active EE | $18,123 | $5,500+229.5% | $5,072+257.3% | $6,407+182.9% |
| Admin fee / account holder | $1,897 | $9,721-80.5% | $8,859-78.6% | $12,270-84.5% |