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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 | $167,970 | $181,896-7.7% | $156,551+7.3% | $273,972-38.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.74% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $12,432 | $6,248+99.0% | $5,501+126.0% | $4,869+155.3% |
| Participant deferral / active EE | $8,565 | $5,550+54.3% | $4,871+75.8% | $5,287+62.0% |
| Admin fee / account holder | $9,513 | $15,560-38.9% | $13,028-27.0% | $10,133-6.1% |