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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 | $148,630 | $135,956+9.3% | $123,894+20.0% | $273,972-45.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.00% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $7,504 | $5,170+45.1% | $4,617+62.5% | $4,869+54.1% |
| Participant deferral / active EE | $11,076 | $6,343+74.6% | $5,984+85.1% | $5,287+109.5% |
| Admin fee / account holder | $4,346 | $9,817-55.7% | $8,357-48.0% | $10,133-57.1% |