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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 | $83,505 | $97,125-14.0% | $86,233-3.2% | $137,256-39.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.51% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,208 | $2,841+12.9% | $2,504+28.1% | $4,156-22.8% |
| Participant deferral / active EE | $8,668 | $5,180+67.3% | $4,559+90.1% | $6,407+35.3% |
| Admin fee / account holder | $7,258 | $9,725-25.4% | $8,342-13.0% | $12,270-40.8% |