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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 | $157,342 | $181,896-13.5% | $156,551+0.5% | $273,972-42.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.20% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $8,333 | $6,248+33.4% | $5,501+51.5% | $4,869+71.2% |
| Participant deferral / active EE | $4,621 | $5,550-16.7% | $4,871-5.1% | $5,287-12.6% |
| Admin fee / account holder | $2,644 | $15,560-83.0% | $13,028-79.7% | $10,133-73.9% |