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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 | $108,508 | $97,125+11.7% | $86,233+25.8% | $137,256-20.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.03% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $10,414 | $2,841+266.5% | $2,504+315.8% | $4,156+150.6% |
| Participant deferral / active EE | $23,879 | $5,180+361.0% | $4,559+423.8% | $6,407+272.7% |
| Admin fee / account holder | $7,291 | $9,725-25.0% | $8,342-12.6% | $12,270-40.6% |