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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 | $99,053+10.6% | $88,179+24.2% | $138,895-21.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 19.87% | 78.17%-58.3pp | 64.97%-45.1pp | 145.39%-125.5pp |
| Employer contribution / active EE | $9,086 | $2,882+215.3% | $2,549+256.4% | $4,194+116.6% |
| Participant deferral / active EE | $16,163 | $5,225+209.3% | $4,614+250.3% | $6,396+152.7% |
| Admin fee / account holder | $2,642 | $8,748-69.8% | $7,673-65.6% | $12,562-79.0% |