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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 | $198,556 | $135,956+46.0% | $123,894+60.3% | $273,972-27.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.70% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $6,682 | $5,170+29.3% | $4,617+44.7% | $4,869+37.2% |
| Participant deferral / active EE | $5,881 | $6,343-7.3% | $5,984-1.7% | $5,287+11.2% |
| Admin fee / account holder | $5,935 | $9,817-39.6% | $8,357-29.0% | $10,133-41.4% |