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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 | $157,873 | $181,896-13.2% | $156,551+0.8% | $273,972-42.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.36% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $7,273 | $6,248+16.4% | $5,501+32.2% | $4,869+49.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,195 | $15,560-79.5% | $13,028-75.5% | $10,133-68.5% |