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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 | $178,151 | $72,486+145.8% | $87,103+104.5% | $72,976+144.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.81% | 24.46%+0.4pp | 28.19%-3.4pp | 81.02%-56.2pp |
| Employer contribution / active EE | $2,955 | $1,894+56.0% | $2,521+17.2% | $2,440+21.1% |
| Participant deferral / active EE | $4,845 | $3,270+48.2% | $4,049+19.7% | $3,608+34.3% |
| Admin fee / account holder | $2,542 | $5,055-49.7% | $7,491-66.1% | $5,124-50.4% |