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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 | $210,784 | $111,535+89.0% | $105,223+100.3% | $137,256+53.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.28% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $12,523 | $3,939+217.9% | $3,689+239.5% | $4,156+201.3% |
| Participant deferral / active EE | $8,113 | $5,500+47.5% | $5,072+60.0% | $6,407+26.6% |
| Admin fee / account holder | $11,670 | $9,721+20.0% | $8,859+31.7% | $12,270-4.9% |