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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 | $158,139 | $181,896-13.1% | $156,551+1.0% | $273,972-42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.35% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $10,161 | $6,248+62.6% | $5,501+84.7% | $4,869+108.7% |
| Participant deferral / active EE | $5,582 | $5,550+0.6% | $4,871+14.6% | $5,287+5.6% |
| Admin fee / account holder | $670 | $15,560-95.7% | $13,028-94.9% | $10,133-93.4% |