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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 | $195,879 | $181,896+7.7% | $156,551+25.1% | $273,972-28.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.67% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,923 | $6,248-37.2% | $5,501-28.7% | $4,869-19.4% |
| Participant deferral / active EE | $6,572 | $5,550+18.4% | $4,871+34.9% | $5,287+24.3% |
| Admin fee / account holder | $2,628 | $15,560-83.1% | $13,028-79.8% | $10,133-74.1% |