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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 | $225,090 | $111,535+101.8% | $105,223+113.9% | $137,256+64.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.68% | 237.85%-214.2pp | 180.65%-157.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $3,792 | $3,939-3.7% | $3,689+2.8% | $4,156-8.8% |
| Participant deferral / active EE | $18,777 | $5,500+241.4% | $5,072+270.2% | $6,407+193.1% |
| Admin fee / account holder | $6,773 | $9,721-30.3% | $8,859-23.5% | $12,270-44.8% |