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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 | $173,344 | $181,896-4.7% | $156,551+10.7% | $273,972-36.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.98% | 30.74%-22.8pp | 32.23%-24.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,969 | $6,248-20.5% | $5,501-9.7% | $4,869+2.1% |
| Participant deferral / active EE | $10,674 | $5,550+92.3% | $4,871+119.1% | $5,287+101.9% |
| Admin fee / account holder | $2,326 | $15,560-85.1% | $13,028-82.1% | $10,133-77.0% |