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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 | $143,725 | $135,956+5.7% | $123,894+16.0% | $273,972-47.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.11% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $6,445 | $5,170+24.7% | $4,617+39.6% | $4,869+32.4% |
| Participant deferral / active EE | $9,324 | $6,343+47.0% | $5,984+55.8% | $5,287+76.3% |
| Admin fee / account holder | $526 | $9,817-94.6% | $8,357-93.7% | $10,133-94.8% |