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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 | $204,219 | $215,361-5.2% | $171,082+19.4% | $273,972-25.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.33% | 25.14%-15.8pp | 32.56%-23.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,433 | $4,967-51.0% | $4,002-39.2% | $4,869-50.0% |
| Participant deferral / active EE | $7,361 | $5,543+32.8% | $4,797+53.4% | $5,287+39.2% |
| Admin fee / account holder | $623 | $10,846-94.3% | $8,520-92.7% | $10,133-93.9% |