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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 | $80,756 | $181,062-55.4% | $158,223-49.0% | $155,188-48.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.87% | 57.39%-36.5pp | 52.09%-31.2pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,765 | $4,565-61.3% | $4,109-57.0% | $4,248-58.5% |
| Participant deferral / active EE | $6,425 | $6,134+4.7% | $5,467+17.5% | $6,531-1.6% |
| Admin fee / account holder | $1,145 | $18,825-93.9% | $16,047-92.9% | $14,480-92.1% |