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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 | $188,369 | $181,896+3.6% | $156,551+20.3% | $273,972-31.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.96% | 30.74%-20.8pp | 32.23%-22.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,238 | $6,248-64.2% | $5,501-59.3% | $4,869-54.0% |
| Participant deferral / active EE | $9,428 | $5,550+69.9% | $4,871+93.6% | $5,287+78.3% |
| Admin fee / account holder | $949 | $15,560-93.9% | $13,028-92.7% | $10,133-90.6% |