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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 | $110,825 | $97,125+14.1% | $86,233+28.5% | $137,256-19.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.82% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,586 | $2,841+167.0% | $2,504+202.9% | $4,156+82.5% |
| Participant deferral / active EE | $4,270 | $5,180-17.6% | $4,559-6.3% | $6,407-33.4% |
| Admin fee / account holder | $954 | $9,725-90.2% | $8,342-88.6% | $12,270-92.2% |