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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 | $115,170 | $100,970+14.1% | $96,576+19.3% | $137,256-16.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.82% | 38.16%-24.3pp | 38.47%-24.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,865 | $3,809+1.5% | $3,553+8.8% | $4,156-7.0% |
| Participant deferral / active EE | $6,823 | $8,286-17.7% | $7,956-14.2% | $6,407+6.5% |
| Admin fee / account holder | $7,593 | $11,312-32.9% | $11,381-33.3% | $12,270-38.1% |