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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 | $222,519 | $153,769+44.7% | $133,975+66.1% | $273,972-18.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.56% | 36.51%-29.9pp | 29.29%-22.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,737 | $6,029-38.0% | $5,211-28.3% | $4,869-23.2% |
| Participant deferral / active EE | $7,720 | $6,958+10.9% | $6,282+22.9% | $5,287+46.0% |
| Admin fee / account holder | $461 | $11,765-96.1% | $9,324-95.1% | $10,133-95.4% |