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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 | $131,566 | $124,980+5.3% | $108,359+21.4% | $154,746-15.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.65% | 45.00%-33.3pp | 36.89%-25.2pp | 172.34%-160.7pp |
| Employer contribution / active EE | $10,000 | $2,851+250.8% | $2,399+316.8% | $4,379+128.4% |
| Participant deferral / active EE | $1,734 | $4,743-63.4% | $4,137-58.1% | $6,730-74.2% |
| Admin fee / account holder | $11,915 | $11,502+3.6% | $9,741+22.3% | $14,365-17.1% |