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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 | $175,676 | $135,956+29.2% | $123,894+41.8% | $273,972-35.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.46% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,451 | $5,170-52.6% | $4,617-46.9% | $4,869-49.7% |
| Participant deferral / active EE | $7,032 | $6,343+10.9% | $5,984+17.5% | $5,287+33.0% |
| Admin fee / account holder | $8,197 | $9,817-16.5% | $8,357-1.9% | $10,133-19.1% |