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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 | $114,900 | $111,535+3.0% | $105,223+9.2% | $137,256-16.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.38% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,806 | $3,939-3.4% | $3,689+3.2% | $4,156-8.4% |
| Participant deferral / active EE | $7,293 | $5,500+32.6% | $5,072+43.8% | $6,407+13.8% |
| Admin fee / account holder | $2,559 | $9,721-73.7% | $8,859-71.1% | $12,270-79.1% |