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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 | $120,929 | $111,535+8.4% | $105,223+14.9% | $137,256-11.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.20% | 237.85%-219.7pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,538 | $3,939+15.2% | $3,689+23.0% | $4,156+9.2% |
| Participant deferral / active EE | $3,055 | $5,500-44.4% | $5,072-39.8% | $6,407-52.3% |
| Admin fee / account holder | $26,136 | $9,721+168.8% | $8,859+195.0% | $12,270+113.0% |