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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 | $176,106 | $72,486+143.0% | $87,103+102.2% | $72,976+141.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.28% | 24.46%-8.2pp | 28.19%-11.9pp | 81.02%-64.7pp |
| Employer contribution / active EE | $2,986 | $1,894+57.7% | $2,521+18.4% | $2,440+22.4% |
| Participant deferral / active EE | $5,492 | $3,270+68.0% | $4,049+35.7% | $3,608+52.2% |
| Admin fee / account holder | $5,170 | $5,055+2.3% | $7,491-31.0% | $5,124+0.9% |