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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 | $183,657 | $135,956+35.1% | $123,894+48.2% | $273,972-33.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.55% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $4,779 | $5,170-7.6% | $4,617+3.5% | $4,869-1.9% |
| Participant deferral / active EE | $12,420 | $6,343+95.8% | $5,984+107.5% | $5,287+134.9% |
| Admin fee / account holder | $504 | $9,817-94.9% | $8,357-94.0% | $10,133-95.0% |