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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 | $109,900 | $97,125+13.2% | $86,233+27.4% | $137,256-19.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.94% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $17,193 | $2,841+505.1% | $2,504+586.5% | $4,156+313.7% |
| Participant deferral / active EE | $11,262 | $5,180+117.4% | $4,559+147.0% | $6,407+75.8% |
| Admin fee / account holder | $901 | $9,725-90.7% | $8,342-89.2% | $12,270-92.7% |