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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 | $217,708 | $181,896+19.7% | $156,551+39.1% | $273,972-20.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.95% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $5,714 | $6,248-8.5% | $5,501+3.9% | $4,869+17.4% |
| Participant deferral / active EE | $5,353 | $5,550-3.6% | $4,871+9.9% | $5,287+1.2% |
| Admin fee / account holder | $669 | $15,560-95.7% | $13,028-94.9% | $10,133-93.4% |