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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 | $196,961 | $111,535+76.6% | $105,223+87.2% | $137,256+43.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.12% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $10,797 | $3,939+174.1% | $3,689+192.7% | $4,156+159.8% |
| Participant deferral / active EE | $9,433 | $5,500+71.5% | $5,072+86.0% | $6,407+47.2% |
| Admin fee / account holder | $4,095 | $9,721-57.9% | $8,859-53.8% | $12,270-66.6% |