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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 | $104,098+62.7% | $140,514+20.6% | $94,015+80.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 20.58% | 15.14%+5.4pp | 14.36%+6.2pp | 17.84%+2.7pp |
| Employer contribution / active EE | $2,755 | $2,388+15.4% | $3,378-18.4% | $2,790-1.3% |
| Participant deferral / active EE | $4,553 | $4,033+12.9% | $4,919-7.4% | $4,249+7.1% |
| Admin fee / account holder | $27,449 | $10,439+163.0% | $13,697+100.4% | $8,951+206.7% |