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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 | $171,620 | $153,769+11.6% | $133,975+28.1% | $273,972-37.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.40% | 36.51%-28.1pp | 29.29%-20.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $6,875 | $6,029+14.0% | $5,211+31.9% | $4,869+41.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,000 | $11,765-91.5% | $9,324-89.3% | $10,133-90.1% |