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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 | $207,038 | $124,980+65.7% | $108,359+91.1% | $154,746+33.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.32% | 45.00%-33.7pp | 36.89%-25.6pp | 172.34%-161.0pp |
| Employer contribution / active EE | $4,298 | $2,851+50.8% | $2,399+79.1% | $4,379-1.8% |
| Participant deferral / active EE | $10,149 | $4,743+114.0% | $4,137+145.3% | $6,730+50.8% |
| Admin fee / account holder | $30,995 | $11,502+169.5% | $9,741+218.2% | $14,365+115.8% |