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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 | $193,532 | $181,896+6.4% | $156,551+23.6% | $273,972-29.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.29% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $9,774 | $6,248+56.4% | $5,501+77.7% | $4,869+100.8% |
| Participant deferral / active EE | $8,132 | $5,550+46.5% | $4,871+67.0% | $5,287+53.8% |
| Admin fee / account holder | $1,276 | $15,560-91.8% | $13,028-90.2% | $10,133-87.4% |