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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 | $139,889 | $135,956+2.9% | $123,894+12.9% | $273,972-48.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.24% | 56.63%-40.4pp | 47.52%-31.3pp | 41.46%-25.2pp |
| Employer contribution / active EE | $5,941 | $5,170+14.9% | $4,617+28.7% | $4,869+22.0% |
| Participant deferral / active EE | $10,333 | $6,343+62.9% | $5,984+72.7% | $5,287+95.4% |
| Admin fee / account holder | $1,175 | $9,817-88.0% | $8,357-85.9% | $10,133-88.4% |