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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 | $119,578 | $117,829+1.5% | $102,423+16.7% | $145,877-18.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.95% | 31.83%-6.9pp | 29.42%-4.5pp | 551.28%-526.3pp |
| Employer contribution / active EE | $3,164 | $3,615-12.5% | $3,023+4.7% | $4,663-32.1% |
| Participant deferral / active EE | $12,373 | $5,732+115.8% | $5,054+144.8% | $6,691+84.9% |
| Admin fee / account holder | $1,568 | $13,335-88.2% | $9,455-83.4% | $13,402-88.3% |