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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 | $143,287 | $135,956+5.4% | $123,894+15.7% | $273,972-47.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.48% | 56.63%-45.1pp | 47.52%-36.0pp | 41.46%-30.0pp |
| Employer contribution / active EE | $6,076 | $5,170+17.5% | $4,617+31.6% | $4,869+24.8% |
| Participant deferral / active EE | $21,325 | $6,343+236.2% | $5,984+256.4% | $5,287+303.3% |
| Admin fee / account holder | $9,437 | $9,817-3.9% | $8,357+12.9% | $10,133-6.9% |