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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 | $175,134 | $181,896-3.7% | $156,551+11.9% | $273,972-36.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.71% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $6,843 | $6,248+9.5% | $5,501+24.4% | $4,869+40.6% |
| Participant deferral / active EE | $5,726 | $5,550+3.2% | $4,871+17.6% | $5,287+8.3% |
| Admin fee / account holder | $938 | $15,560-94.0% | $13,028-92.8% | $10,133-90.7% |