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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 | $194,325 | $135,956+42.9% | $123,894+56.8% | $273,972-29.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.71% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $5,375 | $5,170+4.0% | $4,617+16.4% | $4,869+10.4% |
| Participant deferral / active EE | $2,626 | $6,343-58.6% | $5,984-56.1% | $5,287-50.3% |
| Admin fee / account holder | $3,339 | $9,817-66.0% | $8,357-60.0% | $10,133-67.0% |