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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 | $99,359 | $97,125+2.3% | $86,233+15.2% | $137,256-27.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.83% | 74.19%-60.4pp | 61.39%-47.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,218 | $2,841-21.9% | $2,504-11.4% | $4,156-46.6% |
| Participant deferral / active EE | $9,874 | $5,180+90.6% | $4,559+116.6% | $6,407+54.1% |
| Admin fee / account holder | $848 | $9,725-91.3% | $8,342-89.8% | $12,270-93.1% |