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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 | $198,181 | $181,896+9.0% | $156,551+26.6% | $273,972-27.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.69% | 30.74%-24.1pp | 32.23%-25.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $9,059 | $6,248+45.0% | $5,501+64.7% | $4,869+86.1% |
| Participant deferral / active EE | $9,030 | $5,550+62.7% | $4,871+85.4% | $5,287+70.8% |
| Admin fee / account holder | $999 | $15,560-93.6% | $13,028-92.3% | $10,133-90.1% |