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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 | $176,559 | $181,896-2.9% | $156,551+12.8% | $273,972-35.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.33% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,192 | $6,248-64.9% | $5,501-60.2% | $4,869-55.0% |
| Participant deferral / active EE | $8,498 | $5,550+53.1% | $4,871+74.5% | $5,287+60.7% |
| Admin fee / account holder | $1,117 | $15,560-92.8% | $13,028-91.4% | $10,133-89.0% |