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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 | $179,612 | $107,809+66.6% | $90,657+98.1% | $135,380+32.7% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | 10.28% | -0.90%+11.2pp | 1.89%+8.4pp | 519.81%-509.5pp |
| Employer contribution / active EE | $4,378 | $3,018+45.1% | $2,532+72.9% | $4,779-8.4% |
| Participant deferral / active EE | $7,962 | $3,872+105.6% | $3,424+132.5% | $5,609+42.0% |
| Admin fee / account holder | $504 | $5,931-91.5% | $4,994-89.9% | $10,828-95.3% |