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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 | $196,047 | $135,956+44.2% | $123,894+58.2% | $273,972-28.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.30% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,774 | $5,170-7.6% | $4,617+3.4% | $4,869-1.9% |
| Participant deferral / active EE | $12,829 | $6,343+102.3% | $5,984+114.4% | $5,287+142.6% |
| Admin fee / account holder | $1,265 | $9,817-87.1% | $8,357-84.9% | $10,133-87.5% |