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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 | $171,629 | $181,896-5.6% | $156,551+9.6% | $273,972-37.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.91% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,458 | $6,248+3.4% | $5,501+17.4% | $4,869+32.6% |
| Participant deferral / active EE | $7,976 | $5,550+43.7% | $4,871+63.7% | $5,287+50.9% |
| Admin fee / account holder | $16,696 | $15,560+7.3% | $13,028+28.2% | $10,133+64.8% |