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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 | $190,531 | $177,156+7.5% | $147,027+29.6% | $154,746+23.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.18% | 21.94%-12.8pp | 20.23%-11.1pp | 172.34%-163.2pp |
| Employer contribution / active EE | $6,324 | $4,336+45.8% | $3,626+74.4% | $4,379+44.4% |
| Participant deferral / active EE | $3,541 | $5,797-38.9% | $4,933-28.2% | $6,730-47.4% |
| Admin fee / account holder | $1,124 | $14,904-92.5% | $12,223-90.8% | $14,365-92.2% |