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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 | $117,859+13.0% | $102,438+30.0% | $145,959-8.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.20% | 31.72%-18.5pp | 29.37%-16.2pp | 561.95%-548.7pp |
| Employer contribution / active EE | $3,587 | $3,615-0.8% | $3,024+18.6% | $4,661-23.0% |
| Participant deferral / active EE | $12,300 | $5,732+114.6% | $5,054+143.4% | $6,689+83.9% |
| Admin fee / account holder | $1,708 | $13,318-87.2% | $9,448-81.9% | $13,398-87.3% |