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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 | $100,194+72.6% | $122,979+40.6% | $86,983+98.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 16.40% | 16.47%-0.1pp | 20.12%-3.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,500 | $2,326+7.5% | $3,062-18.4% | $2,584-3.3% |
| Participant deferral / active EE | $5,923 | $4,133+43.3% | $5,003+18.4% | $4,194+41.2% |
| Admin fee / account holder | $5,384 | $10,148-46.9% | $12,864-58.1% | $7,856-31.5% |