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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 | $189,128 | $181,896+4.0% | $156,551+20.8% | $273,972-31.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.21% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $8,540 | $6,248+36.7% | $5,501+55.2% | $4,869+75.4% |
| Participant deferral / active EE | $3,378 | $5,550-39.1% | $4,871-30.6% | $5,287-36.1% |
| Admin fee / account holder | $6,351 | $15,560-59.2% | $13,028-51.3% | $10,133-37.3% |