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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 | $115,848 | $117,895-1.7% | $102,460+13.1% | $145,897-20.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.50% | 31.92%-5.4pp | 29.47%-3.0pp | 552.29%-525.8pp |
| Employer contribution / active EE | $13,106 | $3,619+262.1% | $3,025+333.2% | $4,663+181.1% |
| Participant deferral / active EE | $7,081 | $5,736+23.4% | $5,056+40.1% | $6,689+5.9% |
| Admin fee / account holder | $635 | $13,353-95.2% | $9,460-93.3% | $13,390-95.3% |