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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 | $133,790 | $135,956-1.6% | $123,894+8.0% | $273,972-51.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.39% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $7,249 | $5,170+40.2% | $4,617+57.0% | $4,869+48.9% |
| Participant deferral / active EE | $6,670 | $6,343+5.2% | $5,984+11.5% | $5,287+26.2% |
| Admin fee / account holder | $25,973 | $9,817+164.6% | $8,357+210.8% | $10,133+156.3% |