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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 | $219,670 | $181,896+20.8% | $156,551+40.3% | $273,972-19.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.74% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $5,000 | $6,248-20.0% | $5,501-9.1% | $4,869+2.7% |
| Participant deferral / active EE | $6,971 | $5,550+25.6% | $4,871+43.1% | $5,287+31.8% |
| Admin fee / account holder | $657 | $15,560-95.8% | $13,028-95.0% | $10,133-93.5% |