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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 | $147,535 | $111,535+32.3% | $105,223+40.2% | $137,256+7.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.70% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,019 | $3,939-48.7% | $3,689-45.3% | $4,156-51.4% |
| Participant deferral / active EE | $6,349 | $5,500+15.4% | $5,072+25.2% | $6,407-0.9% |
| Admin fee / account holder | $4,809 | $9,721-50.5% | $8,859-45.7% | $12,270-60.8% |