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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 | $172,140 | $135,956+26.6% | $123,894+38.9% | $273,972-37.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.28% | 56.63%-51.4pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $5,769 | $5,170+11.6% | $4,617+25.0% | $4,869+18.5% |
| Participant deferral / active EE | $12,081 | $6,343+90.5% | $5,984+101.9% | $5,287+128.5% |
| Admin fee / account holder | $842 | $9,817-91.4% | $8,357-89.9% | $10,133-91.7% |