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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 | $131,457 | $111,535+17.9% | $105,223+24.9% | $137,256-4.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.78% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,269 | $3,939-67.8% | $3,689-65.6% | $4,156-69.5% |
| Participant deferral / active EE | $4,702 | $5,500-14.5% | $5,072-7.3% | $6,407-26.6% |
| Admin fee / account holder | $10,232 | $9,721+5.3% | $8,859+15.5% | $12,270-16.6% |