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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 | $182,070 | $181,896+0.1% | $156,551+16.3% | $273,972-33.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $7,328 | $6,248+17.3% | $5,501+33.2% | $4,869+50.5% |
| Participant deferral / active EE | $4,000 | $5,550-27.9% | $4,871-17.9% | $5,287-24.3% |
| Admin fee / account holder | $1,688 | $15,560-89.2% | $13,028-87.0% | $10,133-83.3% |