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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 | $147,324 | $135,956+8.4% | $123,894+18.9% | $273,972-46.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.60% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $5,000 | $5,170-3.3% | $4,617+8.3% | $4,869+2.7% |
| Participant deferral / active EE | $9,464 | $6,343+49.2% | $5,984+58.2% | $5,287+79.0% |
| Admin fee / account holder | $3,500 | $9,817-64.3% | $8,357-58.1% | $10,133-65.5% |