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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 | $186,022 | $153,769+21.0% | $133,975+38.8% | $273,972-32.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.39% | 36.51%-31.1pp | 29.29%-23.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $10,160 | $6,029+68.5% | $5,211+95.0% | $4,869+108.7% |
| Participant deferral / active EE | $7,101 | $6,958+2.1% | $6,282+13.0% | $5,287+34.3% |
| Admin fee / account holder | $113,243 | $11,765+862.6% | $9,324+1114.5% | $10,133+1017.6% |