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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 | $166,618 | $181,896-8.4% | $156,551+6.4% | $273,972-39.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.80% | 30.74%-26.9pp | 32.23%-28.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $6,308 | $6,248+1.0% | $5,501+14.7% | $4,869+29.6% |
| Participant deferral / active EE | $7,536 | $5,550+35.8% | $4,871+54.7% | $5,287+42.5% |
| Admin fee / account holder | $3,783 | $15,560-75.7% | $13,028-71.0% | $10,133-62.7% |