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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 | $168,288 | $72,486+132.2% | $87,103+93.2% | $72,976+130.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.03% | 24.46%-1.4pp | 28.19%-5.2pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,147 | $1,894+13.4% | $2,521-14.9% | $2,440-12.0% |
| Participant deferral / active EE | $4,404 | $3,270+34.7% | $4,049+8.8% | $3,608+22.1% |
| Admin fee / account holder | $5,409 | $5,055+7.0% | $7,491-27.8% | $5,124+5.6% |