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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 | $216,084 | $181,896+18.8% | $156,551+38.0% | $273,972-21.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.86% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $6,336 | $6,248+1.4% | $5,501+15.2% | $4,869+30.1% |
| Participant deferral / active EE | $4,639 | $5,550-16.4% | $4,871-4.8% | $5,287-12.3% |
| Admin fee / account holder | $3,300 | $15,560-78.8% | $13,028-74.7% | $10,133-67.4% |