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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 | $133,671 | $99,345+34.6% | $84,753+57.7% | $273,972-51.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.91% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.5pp |
| Employer contribution / active EE | $5,641 | $4,214+33.9% | $3,574+57.8% | $4,869+15.9% |
| Participant deferral / active EE | $4,959 | $4,270+16.1% | $3,712+33.6% | $5,287-6.2% |
| Admin fee / account holder | $832 | $6,645-87.5% | $5,333-84.4% | $10,133-91.8% |