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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 | $186,125 | $181,896+2.3% | $156,551+18.9% | $273,972-32.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.12% | 30.74%-19.6pp | 32.23%-21.1pp | 41.46%-30.3pp |
| Employer contribution / active EE | $5,507 | $6,248-11.9% | $5,501+0.1% | $4,869+13.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,844 | $15,560+27.5% | $13,028+52.3% | $10,133+95.8% |