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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 | $176,690 | $135,956+30.0% | $123,894+42.6% | $273,972-35.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.69% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $22,179 | $5,170+329.0% | $4,617+380.4% | $4,869+355.5% |
| Participant deferral / active EE | $10,192 | $6,343+60.7% | $5,984+70.3% | $5,287+92.8% |
| Admin fee / account holder | $3,950 | $9,817-59.8% | $8,357-52.7% | $10,133-61.0% |