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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 | $90,797 | $97,125-6.5% | $86,233+5.3% | $137,256-33.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.43% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,473 | $2,841+22.2% | $2,504+38.7% | $4,156-16.4% |
| Participant deferral / active EE | $9,578 | $5,180+84.9% | $4,559+110.1% | $6,407+49.5% |
| Admin fee / account holder | $3,783 | $9,725-61.1% | $8,342-54.7% | $12,270-69.2% |