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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 | $108,788 | $97,125+12.0% | $86,233+26.2% | $137,256-20.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.48% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $8,428 | $2,841+196.6% | $2,504+236.5% | $4,156+102.8% |
| Participant deferral / active EE | $10,714 | $5,180+106.9% | $4,559+135.0% | $6,407+67.2% |
| Admin fee / account holder | $918 | $9,725-90.6% | $8,342-89.0% | $12,270-92.5% |