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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 | $198,289 | $181,896+9.0% | $156,551+26.7% | $273,972-27.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.22% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,561 | $6,248-59.0% | $5,501-53.5% | $4,869-47.4% |
| Participant deferral / active EE | $3,890 | $5,550-29.9% | $4,871-20.1% | $5,287-26.4% |
| Admin fee / account holder | $18,385 | $15,560+18.2% | $13,028+41.1% | $10,133+81.4% |