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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 | $195,944 | $181,896+7.7% | $156,551+25.2% | $273,972-28.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.59% | 30.74%-26.2pp | 32.23%-27.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $6,215 | $6,248-0.5% | $5,501+13.0% | $4,869+27.6% |
| Participant deferral / active EE | $11,675 | $5,550+110.4% | $4,871+139.7% | $5,287+120.8% |
| Admin fee / account holder | $26,614 | $15,560+71.0% | $13,028+104.3% | $10,133+162.7% |