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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 | $124,050 | $123,155+0.7% | $108,753+14.1% | $155,188-20.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.54% | 44.73%-34.2pp | 37.47%-26.9pp | 148.84%-138.3pp |
| Employer contribution / active EE | $2,706 | $2,811-3.7% | $2,427+11.5% | $4,248-36.3% |
| Participant deferral / active EE | $10,644 | $4,623+130.2% | $4,115+158.7% | $6,531+63.0% |
| Admin fee / account holder | $4,024 | $12,126-66.8% | $10,320-61.0% | $14,480-72.2% |