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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 | $121,395 | $117,895+3.0% | $102,460+18.5% | $145,897-16.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.83% | 31.92%+2.9pp | 29.47%+5.4pp | 552.29%-517.5pp |
| Employer contribution / active EE | $2,460 | $3,619-32.0% | $3,025-18.7% | $4,663-47.2% |
| Participant deferral / active EE | $6,315 | $5,736+10.1% | $5,056+24.9% | $6,689-5.6% |
| Admin fee / account holder | $16,397 | $13,353+22.8% | $9,460+73.3% | $13,390+22.5% |