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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 | $164,599 | $153,774+7.0% | $133,979+22.9% | $273,970-39.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.56% | 36.51%-32.0pp | 29.30%-24.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $8,675 | $6,029+43.9% | $5,211+66.5% | $4,869+78.2% |
| Participant deferral / active EE | $7,537 | $6,958+8.3% | $6,282+20.0% | $5,287+42.5% |
| Admin fee / account holder | $99,255 | $11,765+743.7% | $9,324+964.5% | $10,132+879.6% |