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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 | $139,318 | $111,535+24.9% | $105,223+32.4% | $137,256+1.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.82% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,514 | $3,939-61.6% | $3,689-59.0% | $4,156-63.6% |
| Participant deferral / active EE | $6,054 | $5,500+10.1% | $5,072+19.4% | $6,407-5.5% |
| Admin fee / account holder | $7,019 | $9,721-27.8% | $8,859-20.8% | $12,270-42.8% |