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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 | $135,651 | $114,013+19.0% | $103,693+30.8% | $155,188-12.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.60% | 49.31%-34.7pp | 47.61%-33.0pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,802 | $3,131-10.5% | $2,920-4.1% | $4,248-34.0% |
| Participant deferral / active EE | $5,274 | $4,970+6.1% | $4,579+15.2% | $6,531-19.2% |
| Admin fee / account holder | $8,652 | $8,407+2.9% | $7,858+10.1% | $14,480-40.2% |