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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 | $238,734 | $111,535+114.0% | $105,223+126.9% | $137,256+73.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.04% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,198 | $3,939-44.2% | $3,689-40.4% | $4,156-47.1% |
| Participant deferral / active EE | $9,010 | $5,500+63.8% | $5,072+77.7% | $6,407+40.6% |
| Admin fee / account holder | $2,656 | $9,721-72.7% | $8,859-70.0% | $12,270-78.4% |