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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 | $168,518 | $153,769+9.6% | $133,975+25.8% | $273,972-38.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.50% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $5,749 | $6,029-4.6% | $5,211+10.3% | $4,869+18.1% |
| Participant deferral / active EE | $10,319 | $6,958+48.3% | $6,282+64.3% | $5,287+95.2% |
| Admin fee / account holder | $579 | $11,765-95.1% | $9,324-93.8% | $10,133-94.3% |