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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 | $177,358 | $181,896-2.5% | $156,551+13.3% | $273,972-35.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.54% | 30.74%-27.2pp | 32.23%-28.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $10,150 | $6,248+62.4% | $5,501+84.5% | $4,869+108.5% |
| Participant deferral / active EE | $6,495 | $5,550+17.0% | $4,871+33.3% | $5,287+22.8% |
| Admin fee / account holder | $2,101 | $15,560-86.5% | $13,028-83.9% | $10,133-79.3% |