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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 | $168,916 | $135,956+24.2% | $123,894+36.3% | $273,972-38.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.32% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,997 | $5,170-3.3% | $4,617+8.2% | $4,869+2.6% |
| Participant deferral / active EE | $11,795 | $6,343+86.0% | $5,984+97.1% | $5,287+123.1% |
| Admin fee / account holder | $677 | $9,817-93.1% | $8,357-91.9% | $10,133-93.3% |