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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 | $228,894 | $135,956+68.4% | $123,894+84.7% | $273,972-16.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.48% | 56.63%-47.2pp | 47.52%-38.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $5,782 | $5,170+11.9% | $4,617+25.2% | $4,869+18.8% |
| Participant deferral / active EE | $10,575 | $6,343+66.7% | $5,984+76.7% | $5,287+100.0% |
| Admin fee / account holder | $5,532 | $9,817-43.7% | $8,357-33.8% | $10,133-45.4% |