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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 | $133,420 | $111,535+19.6% | $105,223+26.8% | $137,256-2.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.22% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $6,649 | $3,939+68.8% | $3,689+80.3% | $4,156+60.0% |
| Participant deferral / active EE | $11,121 | $5,500+102.2% | $5,072+119.3% | $6,407+73.6% |
| Admin fee / account holder | $5,162 | $9,721-46.9% | $8,859-41.7% | $12,270-57.9% |