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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 | $180,596 | $135,956+32.8% | $123,894+45.8% | $273,972-34.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.41% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,113 | $5,170-59.1% | $4,617-54.2% | $4,869-56.6% |
| Participant deferral / active EE | $5,079 | $6,343-19.9% | $5,984-15.1% | $5,287-3.9% |
| Admin fee / account holder | $2,674 | $9,817-72.8% | $8,357-68.0% | $10,133-73.6% |