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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 | $116,802 | $111,535+4.7% | $105,223+11.0% | $137,256-14.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.28% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,045 | $3,939-22.7% | $3,689-17.5% | $4,156-26.7% |
| Participant deferral / active EE | $8,407 | $5,500+52.8% | $5,072+65.8% | $6,407+31.2% |
| Admin fee / account holder | $1,554 | $9,721-84.0% | $8,859-82.5% | $12,270-87.3% |