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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 | $152,832 | $153,769-0.6% | $133,975+14.1% | $273,972-44.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.53% | 36.51%-27.0pp | 29.29%-19.8pp | 41.46%-31.9pp |
| Employer contribution / active EE | $5,210 | $6,029-13.6% | $5,2110% | $4,869+7.0% |
| Participant deferral / active EE | $6,127 | $6,958-12.0% | $6,282-2.5% | $5,287+15.9% |
| Admin fee / account holder | $7,701 | $11,765-34.5% | $9,324-17.4% | $10,133-24.0% |