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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 | $218,676 | $135,956+60.8% | $123,894+76.5% | $273,972-20.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.87% | 56.63%-49.8pp | 47.52%-40.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $5,505 | $5,170+6.5% | $4,617+19.2% | $4,869+13.1% |
| Participant deferral / active EE | $6,935 | $6,343+9.3% | $5,984+15.9% | $5,287+31.2% |
| Admin fee / account holder | $8,984 | $9,817-8.5% | $8,357+7.5% | $10,133-11.3% |