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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 | $235,997 | $135,956+73.6% | $123,894+90.5% | $273,972-13.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.92% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $4,320 | $5,170-16.4% | $4,617-6.4% | $4,869-11.3% |
| Participant deferral / active EE | $8,253 | $6,343+30.1% | $5,984+37.9% | $5,287+56.1% |
| Admin fee / account holder | $2,846 | $9,817-71.0% | $8,357-66.0% | $10,133-71.9% |