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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 | $193,305 | $135,956+42.2% | $123,894+56.0% | $273,972-29.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 25.68% | 56.63%-30.9pp | 47.52%-21.8pp | 41.46%-15.8pp |
| Employer contribution / active EE | $6,752 | $5,170+30.6% | $4,617+46.2% | $4,869+38.7% |
| Participant deferral / active EE | $10,689 | $6,343+68.5% | $5,984+78.6% | $5,287+102.2% |
| Admin fee / account holder | $414 | $9,817-95.8% | $8,357-95.1% | $10,133-95.9% |