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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 | $221,442 | $135,956+62.9% | $123,894+78.7% | $273,972-19.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.96% | 56.63%-45.7pp | 47.52%-36.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $5,300 | $5,170+2.5% | $4,617+14.8% | $4,869+8.9% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,170 | $9,817-77.9% | $8,357-74.0% | $10,133-78.6% |