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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 | $116,941 | $117,895-0.8% | $102,460+14.1% | $145,897-19.8% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 21.06% | 31.92%-10.9pp | 29.47%-8.4pp | 552.29%-531.2pp |
| Employer contribution / active EE | $4,114 | $3,619+13.7% | $3,025+36.0% | $4,663-11.8% |
| Participant deferral / active EE | $5,307 | $5,736-7.5% | $5,056+5.0% | $6,689-20.7% |
| Admin fee / account holder | $1,167 | $13,353-91.3% | $9,460-87.7% | $13,390-91.3% |