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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 | $178,235 | $213,785-16.6% | $185,441-3.9% | $155,188+14.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.70% | 19.97%-12.3pp | 20.16%-12.5pp | 148.84%-141.1pp |
| Employer contribution / active EE | $2,322 | $5,393-56.9% | $4,672-50.3% | $4,248-45.3% |
| Participant deferral / active EE | $6,193 | $6,864-9.8% | $6,152+0.7% | $6,531-5.2% |
| Admin fee / account holder | $3,501 | $21,134-83.4% | $17,890-80.4% | $14,480-75.8% |