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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 | $178,603 | $135,956+31.4% | $123,894+44.2% | $273,972-34.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.82% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,655 | $5,170-68.0% | $4,617-64.2% | $4,869-66.0% |
| Participant deferral / active EE | $5,437 | $6,343-14.3% | $5,984-9.1% | $5,287+2.8% |
| Admin fee / account holder | $5,586 | $9,817-43.1% | $8,357-33.2% | $10,133-44.9% |