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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 | $129,405 | $97,125+33.2% | $86,233+50.1% | $137,256-5.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.87% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $20,468 | $2,841+620.4% | $2,504+717.3% | $4,156+392.5% |
| Participant deferral / active EE | $18,533 | $5,180+257.8% | $4,559+306.5% | $6,407+189.3% |
| Admin fee / account holder | $941 | $9,725-90.3% | $8,342-88.7% | $12,270-92.3% |