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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 | $175,366 | $181,896-3.6% | $156,551+12.0% | $273,972-36.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.40% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,781 | $6,248-71.5% | $5,501-67.6% | $4,869-63.4% |
| Participant deferral / active EE | $3,081 | $5,550-44.5% | $4,871-36.8% | $5,287-41.7% |
| Admin fee / account holder | $1,868 | $15,560-88.0% | $13,028-85.7% | $10,133-81.6% |