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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 | $153,876 | $135,956+13.2% | $123,894+24.2% | $273,972-43.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.50% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $7,438 | $5,170+43.9% | $4,617+61.1% | $4,869+52.8% |
| Participant deferral / active EE | $8,221 | $6,343+29.6% | $5,984+37.4% | $5,287+55.5% |
| Admin fee / account holder | $2,129 | $9,817-78.3% | $8,357-74.5% | $10,133-79.0% |