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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 | $136,425 | $117,846+15.8% | $102,434+33.2% | $145,884-6.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 32.05% | 31.90%+0.2pp | 29.46%+2.6pp | 551.85%-519.8pp |
| Employer contribution / active EE | $5,464 | $3,615+51.1% | $3,023+80.7% | $4,662+17.2% |
| Participant deferral / active EE | $8,691 | $5,733+51.6% | $5,055+71.9% | $6,690+29.9% |
| Admin fee / account holder | $778 | $13,356-94.2% | $9,462-91.8% | $13,392-94.2% |