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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 | $165,127 | $70,486+134.3% | $100,535+64.2% | $79,856+106.8% |
| Participation rate | 97.4% | 73.6%+23.8pp | 79.4%+18.0pp | 69.6%+27.8pp |
| Annual return | 15.62% | 21.90%-6.3pp | 30.90%-15.3pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,063 | $2,165+41.5% | $3,419-10.4% | $2,471+24.0% |
| Participant deferral / active EE | $5,796 | $5,182+11.9% | $6,271-7.6% | $3,741+55.0% |
| Admin fee / account holder | $17,756 | $4,480+296.3% | $8,085+119.6% | $5,306+234.6% |