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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 | $192,718 | $135,956+41.8% | $123,894+55.6% | $273,972-29.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.26% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $6,946 | $5,170+34.4% | $4,617+50.4% | $4,869+42.7% |
| Participant deferral / active EE | $5,345 | $6,343-15.7% | $5,984-10.7% | $5,287+1.1% |
| Admin fee / account holder | $1,415 | $9,817-85.6% | $8,357-83.1% | $10,133-86.0% |