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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 | $125,093 | $135,956-8.0% | $123,894+1.0% | $273,972-54.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.94% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $5,584 | $5,170+8.0% | $4,617+21.0% | $4,869+14.7% |
| Participant deferral / active EE | $10,529 | $6,343+66.0% | $5,984+76.0% | $5,287+99.1% |
| Admin fee / account holder | $1,152 | $9,817-88.3% | $8,357-86.2% | $10,133-88.6% |