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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 | $206,532 | $135,956+51.9% | $123,894+66.7% | $273,972-24.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.30% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,335 | $5,170-35.5% | $4,617-27.8% | $4,869-31.5% |
| Participant deferral / active EE | $8,328 | $6,343+31.3% | $5,984+39.2% | $5,287+57.5% |
| Admin fee / account holder | $2,048 | $9,817-79.1% | $8,357-75.5% | $10,133-79.8% |