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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 | $120,502 | $117,859+2.2% | $102,438+17.6% | $145,959-17.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.70% | 31.72%-22.0pp | 29.37%-19.7pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,815 | $3,615+5.5% | $3,024+26.2% | $4,661-18.1% |
| Participant deferral / active EE | $5,566 | $5,732-2.9% | $5,054+10.1% | $6,689-16.8% |
| Admin fee / account holder | $8,581 | $13,318-35.6% | $9,448-9.2% | $13,398-36.0% |