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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 | $149,662 | $117,904+26.9% | $102,457+46.1% | $145,978+2.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.03% | 31.80%-13.8pp | 29.41%-11.4pp | 550.52%-532.5pp |
| Employer contribution / active EE | $3,382 | $3,613-6.4% | $3,022+11.9% | $4,662-27.5% |
| Participant deferral / active EE | $6,699 | $5,733+16.8% | $5,054+32.5% | $6,690+0.1% |
| Admin fee / account holder | $12,104 | $13,329-9.2% | $9,451+28.1% | $13,400-9.7% |