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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 | $118,109 | $117,895+0.2% | $102,460+15.3% | $145,897-19.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.61% | 31.92%-14.3pp | 29.47%-11.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $3,449 | $3,619-4.7% | $3,025+14.0% | $4,663-26.0% |
| Participant deferral / active EE | $3,826 | $5,736-33.3% | $5,056-24.3% | $6,689-42.8% |
| Admin fee / account holder | $1,581 | $13,353-88.2% | $9,460-83.3% | $13,390-88.2% |