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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 | $196,652 | $181,896+8.1% | $156,551+25.6% | $273,972-28.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.12% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $5,868 | $6,248-6.1% | $5,501+6.7% | $4,869+20.5% |
| Participant deferral / active EE | $7,776 | $5,550+40.1% | $4,871+59.6% | $5,287+47.1% |
| Admin fee / account holder | $15,292 | $15,560-1.7% | $13,028+17.4% | $10,133+50.9% |