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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 | $169,405 | $95,453+77.5% | $112,040+51.2% | $82,448+105.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.58% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,755 | $2,318+18.9% | $2,954-6.7% | $2,551+8.0% |
| Participant deferral / active EE | $4,553 | $4,224+7.8% | $5,098-10.7% | $4,139+10.0% |
| Admin fee / account holder | $27,449 | $9,013+204.5% | $12,098+126.9% | $7,234+279.4% |