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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 | $128,858 | $111,535+15.5% | $105,223+22.5% | $137,256-6.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.49% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,449 | $3,939-63.2% | $3,689-60.7% | $4,156-65.1% |
| Participant deferral / active EE | $5,297 | $5,500-3.7% | $5,072+4.4% | $6,407-17.3% |
| Admin fee / account holder | $1,863 | $9,721-80.8% | $8,859-79.0% | $12,270-84.8% |