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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 | $170,166 | $181,896-6.4% | $156,551+8.7% | $273,972-37.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.01% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $9,757 | $6,248+56.2% | $5,501+77.4% | $4,869+100.4% |
| Participant deferral / active EE | $5,428 | $5,550-2.2% | $4,871+11.4% | $5,287+2.7% |
| Admin fee / account holder | $397 | $15,560-97.4% | $13,028-97.0% | $10,133-96.1% |