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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 | $130,794 | $111,535+17.3% | $105,223+24.3% | $137,256-4.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.13% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,563 | $3,939-35.0% | $3,689-30.5% | $4,156-38.3% |
| Participant deferral / active EE | $5,430 | $5,500-1.3% | $5,072+7.1% | $6,407-15.2% |
| Admin fee / account holder | $13,494 | $9,721+38.8% | $8,859+52.3% | $12,270+10.0% |