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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 | $106,199 | $111,535-4.8% | $105,223+0.9% | $137,256-22.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.80% | 237.85%-220.1pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $8,825 | $3,939+124.0% | $3,689+139.3% | $4,156+112.3% |
| Participant deferral / active EE | $4,492 | $5,500-18.3% | $5,072-11.4% | $6,407-29.9% |
| Admin fee / account holder | $1,982 | $9,721-79.6% | $8,859-77.6% | $12,270-83.8% |