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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 | $109,525 | $97,125+12.8% | $86,233+27.0% | $137,256-20.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.87% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $9,086 | $2,841+219.8% | $2,504+262.8% | $4,156+118.6% |
| Participant deferral / active EE | $16,163 | $5,180+212.0% | $4,559+254.5% | $6,407+152.3% |
| Admin fee / account holder | $2,642 | $9,725-72.8% | $8,342-68.3% | $12,270-78.5% |