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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 | $172,949 | $104,098+66.1% | $140,514+23.1% | $94,015+84.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 16.40% | 15.14%+1.3pp | 14.36%+2.0pp | 17.84%-1.4pp |
| Employer contribution / active EE | $2,500 | $2,388+4.7% | $3,378-26.0% | $2,790-10.4% |
| Participant deferral / active EE | $5,923 | $4,033+46.9% | $4,919+20.4% | $4,249+39.4% |
| Admin fee / account holder | $5,384 | $10,439-48.4% | $13,697-60.7% | $8,951-39.8% |