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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 | $117,791 | $97,125+21.3% | $86,233+36.6% | $137,256-14.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.39% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,728 | $2,841-4.0% | $2,504+8.9% | $4,156-34.4% |
| Participant deferral / active EE | $19,437 | $5,180+275.3% | $4,559+326.3% | $6,407+203.4% |
| Admin fee / account holder | $356 | $9,725-96.3% | $8,342-95.7% | $12,270-97.1% |