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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 | $145,386 | $135,956+6.9% | $123,894+17.3% | $273,972-46.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 52.14% | 56.63%-4.5pp | 47.52%+4.6pp | 41.46%+10.7pp |
| Employer contribution / active EE | $8,758 | $5,170+69.4% | $4,617+89.7% | $4,869+79.9% |
| Participant deferral / active EE | $6,300 | $6,343-0.7% | $5,984+5.3% | $5,287+19.1% |
| Admin fee / account holder | $371 | $9,817-96.2% | $8,357-95.6% | $10,133-96.3% |