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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 | $114,997 | $115,917-0.8% | $100,535+14.4% | $158,982-27.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 32.00% | 34.80%-2.8pp | 30.90%+1.1pp | 302.99%-271.0pp |
| Employer contribution / active EE | $4,316 | $4,105+5.1% | $3,419+26.2% | $4,763-9.4% |
| Participant deferral / active EE | $5,355 | $6,677-19.8% | $6,271-14.6% | $5,983-10.5% |
| Admin fee / account holder | $1,493 | $11,002-86.4% | $8,085-81.5% | $11,252-86.7% |