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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 | $124,773 | $97,125+28.5% | $86,233+44.7% | $137,256-9.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.57% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,470 | $2,841-13.1% | $2,504-1.4% | $4,156-40.6% |
| Participant deferral / active EE | $10,390 | $5,180+100.6% | $4,559+127.9% | $6,407+62.2% |
| Admin fee / account holder | $2,778 | $9,725-71.4% | $8,342-66.7% | $12,270-77.4% |