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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 | $97,550+77.3% | $120,344+43.7% | $87,485+97.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.40% | 18.41%-2.0pp | 20.30%-3.9pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,500 | $2,291+9.1% | $3,020-17.2% | $2,596-3.7% |
| Participant deferral / active EE | $5,923 | $4,230+40.0% | $5,135+15.3% | $4,274+38.6% |
| Admin fee / account holder | $5,384 | $9,543-43.6% | $12,742-57.7% | $7,775-30.7% |