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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 | $93,213 | $92,798+0.4% | $96,707-3.6% | $137,256-32.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 15.03% | 31.24%-16.2pp | 34.78%-19.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $7,224 | $4,147+74.2% | $4,191+72.4% | $4,156+73.8% |
| Participant deferral / active EE | $5,533 | $5,877-5.8% | $5,997-7.7% | $6,407-13.6% |
| Admin fee / account holder | $8,473 | $7,946+6.6% | $7,503+12.9% | $12,270-30.9% |