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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 | $126,209 | $111,535+13.2% | $105,223+19.9% | $137,256-8.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.83% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,126 | $3,939-20.6% | $3,689-15.2% | $4,156-24.8% |
| Participant deferral / active EE | $11,662 | $5,500+112.0% | $5,072+129.9% | $6,407+82.0% |
| Admin fee / account holder | $4,390 | $9,721-54.8% | $8,859-50.4% | $12,270-64.2% |