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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 | $156,766 | $67,602+131.9% | $82,312+90.5% | $70,126+123.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.22% | 21.57%-3.3pp | 25.88%-7.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,993 | $1,755+70.6% | $2,428+23.3% | $2,343+27.8% |
| Participant deferral / active EE | $4,195 | $2,987+40.4% | $3,706+13.2% | $3,332+25.9% |
| Admin fee / account holder | $1,465 | $4,512-67.5% | $5,608-73.9% | $4,645-68.5% |