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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 | $182,463 | $67,602+169.9% | $82,312+121.7% | $70,126+160.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.16% | 21.57%-1.4pp | 25.88%-5.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $2,055 | $1,755+17.1% | $2,428-15.4% | $2,343-12.3% |
| Participant deferral / active EE | $3,382 | $2,987+13.2% | $3,706-8.8% | $3,332+1.5% |
| Admin fee / account holder | $8,064 | $4,512+78.7% | $5,608+43.8% | $4,645+73.6% |