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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 | $113,614 | $115,814-1.9% | $101,275+12.2% | $158,982-28.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.24% | 56.16%-40.9pp | 46.48%-31.2pp | 302.99%-287.8pp |
| Employer contribution / active EE | $4,892 | $4,176+17.2% | $3,660+33.7% | $4,763+2.7% |
| Participant deferral / active EE | $6,227 | $4,958+25.6% | $4,371+42.5% | $5,983+4.1% |
| Admin fee / account holder | $6,253 | $7,249-13.7% | $5,948+5.1% | $11,252-44.4% |