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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 | $159,339 | $181,896-12.4% | $156,551+1.8% | $273,972-41.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.20% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $7,548 | $6,248+20.8% | $5,501+37.2% | $4,869+55.0% |
| Participant deferral / active EE | $6,542 | $5,550+17.9% | $4,871+34.3% | $5,287+23.7% |
| Admin fee / account holder | $3,356 | $15,560-78.4% | $13,028-74.2% | $10,133-66.9% |