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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 | $241,950 | $275,752-12.3% | $256,809-5.8% | $198,609+21.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 6.57% | 34.81%-28.2pp | 32.73%-26.2pp | 202.70%-196.1pp |
| Employer contribution / active EE | $7,222 | $7,721-6.5% | $7,263-0.6% | $5,055+42.9% |
| Participant deferral / active EE | $6,213 | $10,037-38.1% | $9,520-34.7% | $6,977-10.9% |
| Admin fee / account holder | $1,164 | $25,716-95.5% | $25,146-95.4% | $19,030-93.9% |