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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 | $127,631 | $117,846+8.3% | $102,434+24.6% | $145,884-12.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 31.90%-21.3pp | 29.46%-18.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3,074 | $3,615-15.0% | $3,023+1.7% | $4,662-34.1% |
| Participant deferral / active EE | $5,838 | $5,733+1.8% | $5,055+15.5% | $6,690-12.7% |
| Admin fee / account holder | $6,481 | $13,356-51.5% | $9,462-31.5% | $13,392-51.6% |