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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 | $117,904-0.8% | $102,457+14.1% | $145,978-19.9% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 21.06% | 31.80%-10.7pp | 29.41%-8.3pp | 550.52%-529.5pp |
| Employer contribution / active EE | $4,114 | $3,613+13.9% | $3,022+36.1% | $4,662-11.7% |
| Participant deferral / active EE | $5,307 | $5,733-7.4% | $5,054+5.0% | $6,690-20.7% |
| Admin fee / account holder | $1,167 | $13,329-91.2% | $9,451-87.7% | $13,400-91.3% |