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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 | $165,213 | $181,896-9.2% | $156,551+5.5% | $273,972-39.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.37% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $11,681 | $6,248+86.9% | $5,501+112.3% | $4,869+139.9% |
| Participant deferral / active EE | $5,764 | $5,550+3.9% | $4,871+18.3% | $5,287+9.0% |
| Admin fee / account holder | $1,491 | $15,560-90.4% | $13,028-88.6% | $10,133-85.3% |