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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 | $117,895+1.4% | $102,460+16.7% | $145,897-18.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.95% | 31.92%-7.0pp | 29.47%-4.5pp | 552.29%-527.3pp |
| Employer contribution / active EE | $3,164 | $3,619-12.6% | $3,025+4.6% | $4,663-32.1% |
| Participant deferral / active EE | $12,373 | $5,736+115.7% | $5,056+144.7% | $6,689+85.0% |
| Admin fee / account holder | $1,568 | $13,353-88.3% | $9,460-83.4% | $13,390-88.3% |