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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 | $167,373 | $99,345+68.5% | $84,753+97.5% | $273,972-38.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.61% | 22.93%-16.3pp | 22.78%-16.2pp | 41.46%-34.8pp |
| Employer contribution / active EE | $7,394 | $4,214+75.5% | $3,574+106.9% | $4,869+51.9% |
| Participant deferral / active EE | $6,513 | $4,270+52.5% | $3,712+75.5% | $5,287+23.2% |
| Admin fee / account holder | $732 | $6,645-89.0% | $5,333-86.3% | $10,133-92.8% |