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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 | $127,066 | $115,225+10.3% | $100,712+26.2% | $138,895-8.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 10.81% | 40.35%-29.5pp | 33.27%-22.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,619 | $2,771-5.5% | $2,313+13.2% | $4,194-37.6% |
| Participant deferral / active EE | $3,938 | $4,699-16.2% | $4,085-3.6% | $6,396-38.4% |
| Admin fee / account holder | $946 | $10,844-91.3% | $9,256-89.8% | $12,562-92.5% |