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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 | $121,358 | $124,980-2.9% | $108,359+12.0% | $154,746-21.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.01% | 45.00%-36.0pp | 36.89%-27.9pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,474 | $2,851-13.2% | $2,399+3.1% | $4,379-43.5% |
| Participant deferral / active EE | $4,203 | $4,743-11.4% | $4,137+1.6% | $6,730-37.6% |
| Admin fee / account holder | $7,650 | $11,502-33.5% | $9,741-21.5% | $14,365-46.7% |