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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 | $198,076 | $181,896+8.9% | $156,551+26.5% | $273,972-27.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.50% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $15,158 | $6,248+142.6% | $5,501+175.5% | $4,869+211.3% |
| Participant deferral / active EE | $6,981 | $5,550+25.8% | $4,871+43.3% | $5,287+32.0% |
| Admin fee / account holder | $3,717 | $15,560-76.1% | $13,028-71.5% | $10,133-63.3% |