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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 | $226,301 | $135,956+66.5% | $123,894+82.7% | $273,972-17.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.11% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $6,655 | $5,170+28.7% | $4,617+44.1% | $4,869+36.7% |
| Participant deferral / active EE | $10,613 | $6,343+67.3% | $5,984+77.3% | $5,287+100.7% |
| Admin fee / account holder | $2,785 | $9,817-71.6% | $8,357-66.7% | $10,133-72.5% |