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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 | $176,814 | $153,769+15.0% | $133,975+32.0% | $273,972-35.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.43% | 36.51%-29.1pp | 29.29%-21.9pp | 41.46%-34.0pp |
| Employer contribution / active EE | $8,853 | $6,029+46.8% | $5,211+69.9% | $4,869+81.8% |
| Participant deferral / active EE | $18,553 | $6,958+166.6% | $6,282+195.3% | $5,287+250.9% |
| Admin fee / account holder | $13,757 | $11,765+16.9% | $9,324+47.5% | $10,133+35.8% |