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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 | $189,771 | $135,956+39.6% | $123,894+53.2% | $273,972-30.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $3,283 | $5,170-36.5% | $4,617-28.9% | $4,869-32.6% |
| Participant deferral / active EE | $6,399 | $6,343+0.9% | $5,984+6.9% | $5,287+21.0% |
| Admin fee / account holder | $2,016 | $9,817-79.5% | $8,357-75.9% | $10,133-80.1% |