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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 | $183,858 | $181,896+1.1% | $156,551+17.4% | $273,972-32.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.19% | 30.74%-27.6pp | 32.23%-29.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $9,325 | $6,248+49.2% | $5,501+69.5% | $4,869+91.5% |
| Participant deferral / active EE | $5,909 | $5,550+6.5% | $4,871+21.3% | $5,287+11.8% |
| Admin fee / account holder | $16,123 | $15,560+3.6% | $13,028+23.8% | $10,133+59.1% |