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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 | $178,170 | $92,219+93.2% | $76,767+132.1% | $135,380+31.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.53% | 5.46%+2.1pp | 2.43%+5.1pp | 519.81%-512.3pp |
| Employer contribution / active EE | $3,390 | $3,216+5.4% | $2,485+36.4% | $4,779-29.1% |
| Participant deferral / active EE | $6,549 | $4,508+45.3% | $3,852+70.0% | $5,609+16.8% |
| Admin fee / account holder | $4,325 | $10,749-59.8% | $6,675-35.2% | $10,828-60.1% |