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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 | $112,596 | $106,280+5.9% | $96,538+16.6% | $139,487-19.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.11% | 38.48%-13.4pp | 35.74%-10.6pp | 373.84%-348.7pp |
| Employer contribution / active EE | $4,606 | $4,107+12.1% | $3,740+23.1% | $4,755-3.1% |
| Participant deferral / active EE | $9,636 | $5,457+76.6% | $4,880+97.4% | $6,713+43.6% |
| Admin fee / account holder | $1,068 | $7,888-86.5% | $6,737-84.1% | $11,407-90.6% |