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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 | $159,901 | $181,896-12.1% | $156,551+2.1% | $273,972-41.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $7,169 | $6,248+14.7% | $5,501+30.3% | $4,869+47.2% |
| Participant deferral / active EE | $7,516 | $5,550+35.4% | $4,871+54.3% | $5,287+42.2% |
| Admin fee / account holder | $5,103 | $15,560-67.2% | $13,028-60.8% | $10,133-49.6% |