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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 | $197,084 | $111,535+76.7% | $105,223+87.3% | $137,256+43.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.28% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $4,368 | $3,939+10.9% | $3,689+18.4% | $4,156+5.1% |
| Participant deferral / active EE | $13,650 | $5,500+148.2% | $5,072+169.1% | $6,407+113.1% |
| Admin fee / account holder | $337 | $9,721-96.5% | $8,859-96.2% | $12,270-97.3% |