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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 | $174,735 | $81,446+114.5% | $103,374+69.0% | $80,874+116.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.35% | 25.57%-9.2pp | 24.89%-8.5pp | 35.62%-19.3pp |
| Employer contribution / active EE | $3,445 | $3,107+10.9% | $3,869-11.0% | $2,756+25.0% |
| Participant deferral / active EE | $3,330 | $3,870-14.0% | $5,058-34.2% | $4,297-22.5% |
| Admin fee / account holder | $7,795 | $6,715+16.1% | $8,394-7.1% | $6,935+12.4% |