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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 | $173,563 | $95,404+81.9% | $113,397+53.1% | $82,637+110.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.87% | 19.08%-1.2pp | 23.20%-5.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2,466 | $2,307+6.9% | $2,977-17.2% | $2,552-3.4% |
| Participant deferral / active EE | $4,622 | $4,220+9.5% | $5,076-8.9% | $4,126+12.0% |
| Admin fee / account holder | $17,606 | $9,168+92.0% | $11,957+47.2% | $7,339+139.9% |