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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 | $197,781 | $135,956+45.5% | $123,894+59.6% | $273,972-27.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.79% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $5,610 | $5,170+8.5% | $4,617+21.5% | $4,869+15.2% |
| Participant deferral / active EE | $4,426 | $6,343-30.2% | $5,984-26.0% | $5,287-16.3% |
| Admin fee / account holder | $979 | $9,817-90.0% | $8,357-88.3% | $10,133-90.3% |