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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 | $117,859+1.0% | $102,438+16.2% | $145,959-18.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.39% | 31.72%-9.3pp | 29.37%-7.0pp | 561.95%-539.6pp |
| Employer contribution / active EE | $2,336 | $3,615-35.4% | $3,024-22.8% | $4,661-49.9% |
| Participant deferral / active EE | $5,185 | $5,732-9.5% | $5,054+2.6% | $6,689-22.5% |
| Admin fee / account holder | $1,459 | $13,318-89.0% | $9,448-84.6% | $13,398-89.1% |