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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 | $185,670 | $181,896+2.1% | $156,551+18.6% | $273,972-32.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.27% | 30.74%-26.5pp | 32.23%-28.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $6,077 | $6,248-2.7% | $5,501+10.5% | $4,869+24.8% |
| Participant deferral / active EE | $6,586 | $5,550+18.7% | $4,871+35.2% | $5,287+24.6% |
| Admin fee / account holder | $6,388 | $15,560-58.9% | $13,028-51.0% | $10,133-37.0% |