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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 | $146,983 | $135,956+8.1% | $123,894+18.6% | $273,972-46.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.73% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $6,980 | $5,170+35.0% | $4,617+51.2% | $4,869+43.4% |
| Participant deferral / active EE | $5,393 | $6,343-15.0% | $5,984-9.9% | $5,287+2.0% |
| Admin fee / account holder | $2,094 | $9,817-78.7% | $8,357-74.9% | $10,133-79.3% |