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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 | $154,163 | $181,896-15.2% | $156,551-1.5% | $273,972-43.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 30.10% | 30.74%-0.6pp | 32.23%-2.1pp | 41.46%-11.4pp |
| Employer contribution / active EE | $7,461 | $6,248+19.4% | $5,501+35.6% | $4,869+53.2% |
| Participant deferral / active EE | $4,441 | $5,550-20.0% | $4,871-8.8% | $5,287-16.0% |
| Admin fee / account holder | $20,032 | $15,560+28.7% | $13,028+53.8% | $10,133+97.7% |