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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 | $193,196 | $181,896+6.2% | $156,551+23.4% | $273,972-29.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.98% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $6,452 | $6,248+3.3% | $5,501+17.3% | $4,869+32.5% |
| Participant deferral / active EE | $8,884 | $5,550+60.1% | $4,871+82.4% | $5,287+68.0% |
| Admin fee / account holder | $2,031 | $15,560-86.9% | $13,028-84.4% | $10,133-80.0% |