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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 | $165,856 | $153,769+7.9% | $133,975+23.8% | $273,972-39.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.35% | 36.51%-30.2pp | 29.29%-22.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $8,330 | $6,029+38.2% | $5,211+59.9% | $4,869+71.1% |
| Participant deferral / active EE | $3,081 | $6,958-55.7% | $6,282-50.9% | $5,287-41.7% |
| Admin fee / account holder | $1,097 | $11,765-90.7% | $9,324-88.2% | $10,133-89.2% |