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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 | $131,841 | $111,535+18.2% | $105,223+25.3% | $137,256-3.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.18% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,265 | $3,939+8.3% | $3,689+15.6% | $4,156+2.6% |
| Participant deferral / active EE | $10,957 | $5,500+99.2% | $5,072+116.0% | $6,407+71.0% |
| Admin fee / account holder | $548 | $9,721-94.4% | $8,859-93.8% | $12,270-95.5% |