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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 | $131,231 | $111,535+17.7% | $105,223+24.7% | $137,256-4.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.02% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,209 | $3,939+6.8% | $3,689+14.1% | $4,156+1.3% |
| Participant deferral / active EE | $8,543 | $5,500+55.3% | $5,072+68.4% | $6,407+33.3% |
| Admin fee / account holder | $1,362 | $9,721-86.0% | $8,859-84.6% | $12,270-88.9% |