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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 | $120,145 | $115,903+3.7% | $100,528+19.5% | $158,966-24.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.07% | 34.80%-25.7pp | 30.90%-21.8pp | 302.95%-293.9pp |
| Employer contribution / active EE | $2,861 | $4,105-30.3% | $3,419-16.3% | $4,762-39.9% |
| Participant deferral / active EE | $8,597 | $6,677+28.8% | $6,271+37.1% | $5,983+43.7% |
| Admin fee / account holder | $661 | $11,000-94.0% | $8,084-91.8% | $11,250-94.1% |