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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 | $132,135 | $111,535+18.5% | $105,223+25.6% | $137,256-3.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.84% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,616 | $3,939-33.6% | $3,689-29.1% | $4,156-37.1% |
| Participant deferral / active EE | $21,215 | $5,500+285.7% | $5,072+318.3% | $6,407+231.1% |
| Admin fee / account holder | $16,779 | $9,721+72.6% | $8,859+89.4% | $12,270+36.7% |