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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 | $232,357 | $135,956+70.9% | $123,894+87.5% | $273,972-15.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.49% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $4,545 | $5,170-12.1% | $4,617-1.5% | $4,869-6.6% |
| Participant deferral / active EE | $4,679 | $6,343-26.2% | $5,984-21.8% | $5,287-11.5% |
| Admin fee / account holder | $1,049 | $9,817-89.3% | $8,357-87.5% | $10,133-89.6% |