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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 | $183,650 | $135,956+35.1% | $123,894+48.2% | $273,972-33.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.77% | 56.63%-51.9pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,668 | $5,170-48.4% | $4,617-42.2% | $4,869-45.2% |
| Participant deferral / active EE | $5,255 | $6,343-17.1% | $5,984-12.2% | $5,287-0.6% |
| Admin fee / account holder | $9,811 | $9,817-0.1% | $8,357+17.4% | $10,133-3.2% |