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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 | $192,217 | $111,535+72.3% | $105,223+82.7% | $137,256+40.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.71% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $11,941 | $3,939+203.1% | $3,689+223.7% | $4,156+187.3% |
| Participant deferral / active EE | $39,136 | $5,500+611.6% | $5,072+671.7% | $6,407+510.9% |
| Admin fee / account holder | $3,017 | $9,721-69.0% | $8,859-65.9% | $12,270-75.4% |