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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 | $167,739 | $67,602+148.1% | $82,312+103.8% | $70,126+139.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.85% | 21.57%-1.7pp | 25.88%-6.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $3,268 | $1,755+86.2% | $2,428+34.6% | $2,343+39.5% |
| Participant deferral / active EE | $6,797 | $2,987+127.5% | $3,706+83.4% | $3,332+104.0% |
| Admin fee / account holder | $13,737 | $4,512+204.5% | $5,608+145.0% | $4,645+195.7% |