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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 | $193,479 | $111,535+73.5% | $105,223+83.9% | $137,256+41.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.32% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,242 | $3,939+83.8% | $3,689+96.3% | $4,156+74.3% |
| Participant deferral / active EE | $20,371 | $5,500+270.4% | $5,072+301.7% | $6,407+218.0% |
| Admin fee / account holder | $21,041 | $9,721+116.4% | $8,859+137.5% | $12,270+71.5% |