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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 | $189,828 | $135,956+39.6% | $123,894+53.2% | $273,972-30.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.32% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $10,600 | $5,170+105.0% | $4,617+129.6% | $4,869+117.7% |
| Participant deferral / active EE | $13,787 | $6,343+117.4% | $5,984+130.4% | $5,287+160.8% |
| Admin fee / account holder | $432 | $9,817-95.6% | $8,357-94.8% | $10,133-95.7% |