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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 | $175,724 | $135,956+29.3% | $123,894+41.8% | $273,972-35.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.74% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,247 | $5,170-56.5% | $4,617-51.3% | $4,869-53.9% |
| Participant deferral / active EE | $5,562 | $6,343-12.3% | $5,984-7.0% | $5,287+5.2% |
| Admin fee / account holder | $15,317 | $9,817+56.0% | $8,357+83.3% | $10,133+51.2% |