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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 | $112,459 | $97,125+15.8% | $86,233+30.4% | $137,256-18.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.90% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,844 | $2,841-35.1% | $2,504-26.4% | $4,156-55.6% |
| Participant deferral / active EE | $10,677 | $5,180+106.1% | $4,559+134.2% | $6,407+66.7% |
| Admin fee / account holder | $1,346 | $9,725-86.2% | $8,342-83.9% | $12,270-89.0% |