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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 | $115,187 | $117,846-2.3% | $102,434+12.5% | $145,884-21.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.44% | 31.90%-13.5pp | 29.46%-11.0pp | 551.85%-533.4pp |
| Employer contribution / active EE | $3,330 | $3,615-7.9% | $3,023+10.1% | $4,662-28.6% |
| Participant deferral / active EE | $5,990 | $5,733+4.5% | $5,055+18.5% | $6,690-10.5% |
| Admin fee / account holder | $2,853 | $13,356-78.6% | $9,462-69.8% | $13,392-78.7% |