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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 | $161,106 | $135,956+18.5% | $123,894+30.0% | $273,972-41.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.88% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $4,016 | $5,170-22.3% | $4,617-13.0% | $4,869-17.5% |
| Participant deferral / active EE | $10,832 | $6,343+70.8% | $5,984+81.0% | $5,287+104.9% |
| Admin fee / account holder | $9,914 | $9,817+1.0% | $8,357+18.6% | $10,133-2.2% |