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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 | $224,267 | $181,896+23.3% | $156,551+43.3% | $273,972-18.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.91% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $4,527 | $6,248-27.5% | $5,501-17.7% | $4,869-7.0% |
| Participant deferral / active EE | $2,866 | $5,550-48.4% | $4,871-41.2% | $5,287-45.8% |
| Admin fee / account holder | $336 | $15,560-97.8% | $13,028-97.4% | $10,133-96.7% |