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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 | $157,892 | $135,956+16.1% | $123,894+27.4% | $273,972-42.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.94% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,139 | $5,170-78.0% | $4,617-75.3% | $4,869-76.6% |
| Participant deferral / active EE | $32,125 | $6,343+406.5% | $5,984+436.8% | $5,287+507.6% |
| Admin fee / account holder | $2,992 | $9,817-69.5% | $8,357-64.2% | $10,133-70.5% |