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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 | $100,079 | $98,240+1.9% | $82,313+21.6% | $147,585-32.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.82% | 30.85%-18.0pp | 25.88%-13.1pp | 578.58%-565.8pp |
| Employer contribution / active EE | $2,484 | $3,192-22.2% | $2,428+2.3% | $4,876-49.1% |
| Participant deferral / active EE | $4,138 | $4,383-5.6% | $3,706+11.6% | $5,439-23.9% |
| Admin fee / account holder | $9,927 | $8,563+15.9% | $5,608+77.0% | $10,886-8.8% |