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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 | $218,977 | $181,896+20.4% | $156,551+39.9% | $273,972-20.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.11% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $7,930 | $6,248+26.9% | $5,501+44.1% | $4,869+62.9% |
| Participant deferral / active EE | $16,002 | $5,550+188.3% | $4,871+228.5% | $5,287+202.7% |
| Admin fee / account holder | $2,914 | $15,560-81.3% | $13,028-77.6% | $10,133-71.2% |