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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 | $92,466 | $67,602+36.8% | $82,312+12.3% | $70,126+31.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.34% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,184 | $1,755+24.4% | $2,428-10.1% | $2,343-6.8% |
| Participant deferral / active EE | $5,396 | $2,987+80.7% | $3,706+45.6% | $3,332+62.0% |
| Admin fee / account holder | $5,129 | $4,512+13.7% | $5,608-8.5% | $4,645+10.4% |