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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 | $170,931 | $135,956+25.7% | $123,894+38.0% | $273,972-37.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.62% | 56.63%-44.0pp | 47.52%-34.9pp | 41.46%-28.8pp |
| Employer contribution / active EE | $8,944 | $5,170+73.0% | $4,617+93.7% | $4,869+83.7% |
| Participant deferral / active EE | $5,863 | $6,343-7.6% | $5,984-2.0% | $5,287+10.9% |
| Admin fee / account holder | $37,296 | $9,817+279.9% | $8,357+346.3% | $10,133+268.1% |