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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 | $194,495 | $135,956+43.1% | $123,894+57.0% | $273,972-29.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.12% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $5,325 | $5,170+3.0% | $4,617+15.3% | $4,869+9.4% |
| Participant deferral / active EE | $10,385 | $6,343+63.7% | $5,984+73.5% | $5,287+96.4% |
| Admin fee / account holder | $18,182 | $9,817+85.2% | $8,357+117.6% | $10,133+79.4% |