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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 | $110,550 | $111,535-0.9% | $105,223+5.1% | $137,256-19.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.37% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,505 | $3,939-36.4% | $3,689-32.1% | $4,156-39.7% |
| Participant deferral / active EE | $1,893 | $5,500-65.6% | $5,072-62.7% | $6,407-70.5% |
| Admin fee / account holder | $368 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |