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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 | $113,135 | $117,846-4.0% | $102,434+10.4% | $145,884-22.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.74% | 31.90%-9.2pp | 29.46%-6.7pp | 551.85%-529.1pp |
| Employer contribution / active EE | $2,489 | $3,615-31.2% | $3,023-17.7% | $4,662-46.6% |
| Participant deferral / active EE | $3,455 | $5,733-39.7% | $5,055-31.6% | $6,690-48.3% |
| Admin fee / account holder | $19,435 | $13,356+45.5% | $9,462+105.4% | $13,392+45.1% |