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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 | $199,040 | $135,956+46.4% | $123,894+60.7% | $273,972-27.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.80% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $6,644 | $5,170+28.5% | $4,617+43.9% | $4,869+36.5% |
| Participant deferral / active EE | $14,433 | $6,343+127.6% | $5,984+141.2% | $5,287+173.0% |
| Admin fee / account holder | $1,666 | $9,817-83.0% | $8,357-80.1% | $10,133-83.6% |