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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 | $130,003 | $111,535+16.6% | $105,223+23.5% | $137,256-5.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.25% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,206 | $3,939-18.6% | $3,689-13.1% | $4,156-22.9% |
| Participant deferral / active EE | $8,436 | $5,500+53.4% | $5,072+66.3% | $6,407+31.7% |
| Admin fee / account holder | $5,795 | $9,721-40.4% | $8,859-34.6% | $12,270-52.8% |