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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 | $136,313 | $111,535+22.2% | $105,223+29.5% | $137,256-0.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.98% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,190 | $3,939-19.0% | $3,689-13.5% | $4,156-23.2% |
| Participant deferral / active EE | $8,324 | $5,500+51.3% | $5,072+64.1% | $6,407+29.9% |
| Admin fee / account holder | $2,265 | $9,721-76.7% | $8,859-74.4% | $12,270-81.5% |