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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 | $131,906 | $111,535+18.3% | $105,223+25.4% | $137,256-3.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.38% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,593 | $3,939-59.6% | $3,689-56.8% | $4,156-61.7% |
| Participant deferral / active EE | $12,479 | $5,500+126.9% | $5,072+146.1% | $6,407+94.8% |
| Admin fee / account holder | $1,058 | $9,721-89.1% | $8,859-88.1% | $12,270-91.4% |