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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 | $105,053 | $97,125+8.2% | $86,233+21.8% | $137,256-23.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.80% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,462 | $2,841+21.8% | $2,504+38.2% | $4,156-16.7% |
| Participant deferral / active EE | $9,399 | $5,180+81.5% | $4,559+106.2% | $6,407+46.7% |
| Admin fee / account holder | $1,960 | $9,725-79.8% | $8,342-76.5% | $12,270-84.0% |