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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 | $230,263 | $153,769+49.7% | $133,975+71.9% | $273,972-16.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.50% | 36.51%-30.0pp | 29.29%-22.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,865 | $6,029-52.5% | $5,211-45.0% | $4,869-41.2% |
| Participant deferral / active EE | $4,693 | $6,958-32.6% | $6,282-25.3% | $5,287-11.2% |
| Admin fee / account holder | $1,337 | $11,765-88.6% | $9,324-85.7% | $10,133-86.8% |