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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 | $133,169 | $117,829+13.0% | $102,423+30.0% | $145,877-8.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.20% | 31.83%-18.6pp | 29.42%-16.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,587 | $3,615-0.8% | $3,023+18.6% | $4,663-23.1% |
| Participant deferral / active EE | $12,300 | $5,732+114.6% | $5,054+143.4% | $6,691+83.8% |
| Admin fee / account holder | $1,708 | $13,335-87.2% | $9,455-81.9% | $13,402-87.3% |