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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 | $117,904-2.3% | $102,457+12.4% | $145,978-21.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.44% | 31.80%-13.4pp | 29.41%-11.0pp | 550.52%-532.1pp |
| Employer contribution / active EE | $3,330 | $3,613-7.8% | $3,022+10.2% | $4,662-28.6% |
| Participant deferral / active EE | $5,990 | $5,733+4.5% | $5,054+18.5% | $6,690-10.5% |
| Admin fee / account holder | $2,853 | $13,329-78.6% | $9,451-69.8% | $13,400-78.7% |