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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 | $214,135 | $153,769+39.3% | $133,975+59.8% | $273,972-21.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.72% | 36.51%-24.8pp | 29.29%-17.6pp | 41.46%-29.7pp |
| Employer contribution / active EE | $6,690 | $6,029+11.0% | $5,211+28.4% | $4,869+37.4% |
| Participant deferral / active EE | $11,489 | $6,958+65.1% | $6,282+82.9% | $5,287+117.3% |
| Admin fee / account holder | $4,080 | $11,765-65.3% | $9,324-56.2% | $10,133-59.7% |