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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 | $112,551 | $100,970+11.5% | $96,576+16.5% | $137,256-18.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.02% | 38.16%-17.1pp | 38.47%-17.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,573 | $3,809-6.2% | $3,553+0.6% | $4,156-14.0% |
| Participant deferral / active EE | $9,572 | $8,286+15.5% | $7,956+20.3% | $6,407+49.4% |
| Admin fee / account holder | $3,044 | $11,312-73.1% | $11,381-73.3% | $12,270-75.2% |