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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 | $138,513 | $135,956+1.9% | $123,894+11.8% | $273,972-49.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.53% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,785 | $5,170-26.8% | $4,617-18.0% | $4,869-22.3% |
| Participant deferral / active EE | $4,783 | $6,343-24.6% | $5,984-20.1% | $5,287-9.5% |
| Admin fee / account holder | $32,904 | $9,817+235.2% | $8,357+293.7% | $10,133+224.7% |