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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 | $150,250 | $135,956+10.5% | $123,894+21.3% | $273,972-45.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.10% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $6,476 | $5,170+25.3% | $4,617+40.3% | $4,869+33.0% |
| Participant deferral / active EE | $13,338 | $6,343+110.3% | $5,984+122.9% | $5,287+152.3% |
| Admin fee / account holder | $1,761 | $9,817-82.1% | $8,357-78.9% | $10,133-82.6% |