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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 | $119,008 | $117,846+1.0% | $102,434+16.2% | $145,884-18.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.39% | 31.90%-9.5pp | 29.46%-7.1pp | 551.85%-529.5pp |
| Employer contribution / active EE | $2,336 | $3,615-35.4% | $3,023-22.7% | $4,662-49.9% |
| Participant deferral / active EE | $5,185 | $5,733-9.6% | $5,055+2.6% | $6,690-22.5% |
| Admin fee / account holder | $1,459 | $13,356-89.1% | $9,462-84.6% | $13,392-89.1% |