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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 | $87,862 | $97,125-9.5% | $86,233+1.9% | $137,256-36.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.68% | 74.19%-54.5pp | 61.39%-41.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,893 | $2,841+37.0% | $2,504+55.5% | $4,156-6.3% |
| Participant deferral / active EE | $11,751 | $5,180+126.9% | $4,559+157.8% | $6,407+83.4% |
| Admin fee / account holder | $769 | $9,725-92.1% | $8,342-90.8% | $12,270-93.7% |