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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 | $205,413 | $135,956+51.1% | $123,894+65.8% | $273,972-25.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.96% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $6,914 | $5,170+33.7% | $4,617+49.8% | $4,869+42.0% |
| Participant deferral / active EE | $7,751 | $6,343+22.2% | $5,984+29.5% | $5,287+46.6% |
| Admin fee / account holder | $14,191 | $9,817+44.6% | $8,357+69.8% | $10,133+40.1% |