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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 | $95,453+81.2% | $112,040+54.4% | $82,448+109.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.40% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,500 | $2,318+7.9% | $2,954-15.4% | $2,551-2.0% |
| Participant deferral / active EE | $5,923 | $4,224+40.2% | $5,098+16.2% | $4,139+43.1% |
| Admin fee / account holder | $5,384 | $9,013-40.3% | $12,098-55.5% | $7,234-25.6% |