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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 | $136,328 | $111,535+22.2% | $105,223+29.6% | $137,256-0.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.54% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,830 | $3,939-53.5% | $3,689-50.4% | $4,156-56.0% |
| Participant deferral / active EE | $5,981 | $5,500+8.7% | $5,072+17.9% | $6,407-6.6% |
| Admin fee / account holder | $9,888 | $9,721+1.7% | $8,859+11.6% | $12,270-19.4% |