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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 | $141,861 | $135,956+4.3% | $123,894+14.5% | $273,972-48.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.90% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $8,155 | $5,170+57.7% | $4,617+76.6% | $4,869+67.5% |
| Participant deferral / active EE | $8,093 | $6,343+27.6% | $5,984+35.2% | $5,287+53.1% |
| Admin fee / account holder | $11,870 | $9,817+20.9% | $8,357+42.0% | $10,133+17.1% |