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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 | $187,284 | $135,956+37.8% | $123,894+51.2% | $273,972-31.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.15% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $8,124 | $5,170+57.1% | $4,617+76.0% | $4,869+66.9% |
| Participant deferral / active EE | $11,985 | $6,343+89.0% | $5,984+100.3% | $5,287+126.7% |
| Admin fee / account holder | $1,942 | $9,817-80.2% | $8,357-76.8% | $10,133-80.8% |