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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 | $158,062 | $153,769+2.8% | $133,975+18.0% | $273,972-42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.67% | 36.51%-21.8pp | 29.29%-14.6pp | 41.46%-26.8pp |
| Employer contribution / active EE | $2,540 | $6,029-57.9% | $5,211-51.3% | $4,869-47.8% |
| Participant deferral / active EE | $9,542 | $6,958+37.1% | $6,282+51.9% | $5,287+80.5% |
| Admin fee / account holder | $1,412 | $11,765-88.0% | $9,324-84.9% | $10,133-86.1% |