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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 | $111,760 | $117,829-5.2% | $102,423+9.1% | $145,877-23.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 31.83%-21.0pp | 29.42%-18.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $3,364 | $3,615-6.9% | $3,023+11.3% | $4,663-27.9% |
| Participant deferral / active EE | $6,330 | $5,732+10.4% | $5,054+25.2% | $6,691-5.4% |
| Admin fee / account holder | $4,864 | $13,335-63.5% | $9,455-48.6% | $13,402-63.7% |