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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 | $156,540 | $153,769+1.8% | $133,975+16.8% | $273,972-42.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.43% | 36.51%-30.1pp | 29.29%-22.9pp | 41.46%-35.0pp |
| Employer contribution / active EE | $29,388 | $6,029+387.5% | $5,211+463.9% | $4,869+503.6% |
| Participant deferral / active EE | $10,764 | $6,958+54.7% | $6,282+71.3% | $5,287+103.6% |
| Admin fee / account holder | $6,009 | $11,765-48.9% | $9,324-35.6% | $10,133-40.7% |