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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 | $206,837 | $181,896+13.7% | $156,551+32.1% | $273,972-24.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.47% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,459 | $6,248-60.6% | $5,501-55.3% | $4,869-49.5% |
| Participant deferral / active EE | $8,990 | $5,550+62.0% | $4,871+84.6% | $5,287+70.0% |
| Admin fee / account holder | $16,671 | $15,560+7.1% | $13,028+28.0% | $10,133+64.5% |