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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 | $124,961 | $99,345+25.8% | $84,753+47.4% | $273,972-54.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 26.80% | 22.93%+3.9pp | 22.78%+4.0pp | 41.46%-14.7pp |
| Employer contribution / active EE | $4,171 | $4,214-1.0% | $3,574+16.7% | $4,869-14.3% |
| Participant deferral / active EE | $7,636 | $4,270+78.8% | $3,712+105.7% | $5,287+44.4% |
| Admin fee / account holder | $793 | $6,645-88.1% | $5,333-85.1% | $10,133-92.2% |