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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 | $133,009 | $117,846+12.9% | $102,434+29.8% | $145,884-8.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.59% | 31.90%-14.3pp | 29.46%-11.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $3,170 | $3,615-12.3% | $3,023+4.9% | $4,662-32.0% |
| Participant deferral / active EE | $12,677 | $5,733+121.1% | $5,055+150.8% | $6,690+89.5% |
| Admin fee / account holder | $5,406 | $13,356-59.5% | $9,462-42.9% | $13,392-59.6% |