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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 | $133,777 | $135,956-1.6% | $123,894+8.0% | $273,972-51.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.80% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.7pp |
| Employer contribution / active EE | $4,119 | $5,170-20.3% | $4,617-10.8% | $4,869-15.4% |
| Participant deferral / active EE | $2,734 | $6,343-56.9% | $5,984-54.3% | $5,287-48.3% |
| Admin fee / account holder | $2,276 | $9,817-76.8% | $8,357-72.8% | $10,133-77.5% |