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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 | $110,155 | $115,814-4.9% | $101,275+8.8% | $158,982-30.7% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 54.04% | 56.16%-2.1pp | 46.48%+7.6pp | 302.99%-249.0pp |
| Employer contribution / active EE | $4,111 | $4,176-1.6% | $3,660+12.3% | $4,763-13.7% |
| Participant deferral / active EE | $3,513 | $4,958-29.2% | $4,371-19.6% | $5,983-41.3% |
| Admin fee / account holder | $417 | $7,249-94.2% | $5,948-93.0% | $11,252-96.3% |