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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 | $83,449 | $97,125-14.1% | $86,233-3.2% | $137,256-39.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.91% | 74.19%-55.3pp | 61.39%-42.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $8,878 | $2,841+212.5% | $2,504+254.5% | $4,156+113.6% |
| Participant deferral / active EE | $8,005 | $5,180+54.6% | $4,559+75.6% | $6,407+25.0% |
| Admin fee / account holder | $2,263 | $9,725-76.7% | $8,342-72.9% | $12,270-81.6% |