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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 | $127,377 | $111,535+14.2% | $105,223+21.1% | $137,256-7.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.77% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,729 | $3,939-5.3% | $3,689+1.1% | $4,156-10.3% |
| Participant deferral / active EE | $10,665 | $5,500+93.9% | $5,072+110.3% | $6,407+66.5% |
| Admin fee / account holder | $3,655 | $9,721-62.4% | $8,859-58.7% | $12,270-70.2% |