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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 | $120,203 | $111,535+7.8% | $105,223+14.2% | $137,256-12.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.09% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $8,356 | $3,939+112.1% | $3,689+126.5% | $4,156+101.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,103 | $9,721-47.5% | $8,859-42.4% | $12,270-58.4% |