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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 | $153,015 | $135,956+12.5% | $123,894+23.5% | $273,972-44.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.42% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $7,331 | $5,170+41.8% | $4,617+58.8% | $4,869+50.6% |
| Participant deferral / active EE | $7,673 | $6,343+21.0% | $5,984+28.2% | $5,287+45.1% |
| Admin fee / account holder | $2,721 | $9,817-72.3% | $8,357-67.4% | $10,133-73.1% |