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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 | $166,896 | $135,956+22.8% | $123,894+34.7% | $273,972-39.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.95% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $6,707 | $5,170+29.7% | $4,617+45.3% | $4,869+37.7% |
| Participant deferral / active EE | $7,760 | $6,343+22.3% | $5,984+29.7% | $5,287+46.8% |
| Admin fee / account holder | $9,441 | $9,817-3.8% | $8,357+13.0% | $10,133-6.8% |