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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 | $173,948 | $135,956+27.9% | $123,894+40.4% | $273,972-36.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.04% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $6,964 | $5,170+34.7% | $4,617+50.8% | $4,869+43.0% |
| Participant deferral / active EE | $10,928 | $6,343+72.3% | $5,984+82.6% | $5,287+106.7% |
| Admin fee / account holder | $10,897 | $9,817+11.0% | $8,357+30.4% | $10,133+7.5% |