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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 | $143,413 | $135,956+5.5% | $123,894+15.8% | $273,972-47.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.35% | 56.63%-40.3pp | 47.52%-31.2pp | 41.46%-25.1pp |
| Employer contribution / active EE | $1,800 | $5,170-65.2% | $4,617-61.0% | $4,869-63.0% |
| Participant deferral / active EE | $6,823 | $6,343+7.6% | $5,984+14.0% | $5,287+29.0% |
| Admin fee / account holder | $8,872 | $9,817-9.6% | $8,357+6.2% | $10,133-12.4% |