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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 | $187,655 | $135,956+38.0% | $123,894+51.5% | $273,972-31.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.38% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,489 | $5,170-71.2% | $4,617-67.7% | $4,869-69.4% |
| Participant deferral / active EE | $8,633 | $6,343+36.1% | $5,984+44.3% | $5,287+63.3% |
| Admin fee / account holder | $13,518 | $9,817+37.7% | $8,357+61.8% | $10,133+33.4% |