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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 | $199,083 | $153,769+29.5% | $133,975+48.6% | $273,972-27.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.49% | 36.51%-26.0pp | 29.29%-18.8pp | 41.46%-31.0pp |
| Employer contribution / active EE | $4,115 | $6,029-31.7% | $5,211-21.0% | $4,869-15.5% |
| Participant deferral / active EE | $9,073 | $6,958+30.4% | $6,282+44.4% | $5,287+71.6% |
| Admin fee / account holder | $2,582 | $11,765-78.1% | $9,324-72.3% | $10,133-74.5% |