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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 | $184,521 | $181,896+1.4% | $156,551+17.9% | $273,972-32.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.36% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $16,494 | $6,248+164.0% | $5,501+199.8% | $4,869+238.8% |
| Participant deferral / active EE | $6,075 | $5,550+9.5% | $4,871+24.7% | $5,287+14.9% |
| Admin fee / account holder | $1,980 | $15,560-87.3% | $13,028-84.8% | $10,133-80.5% |