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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 | $161,572 | $86,922+85.9% | $102,438+57.7% | $80,874+99.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.58% | 18.90%-5.3pp | 29.37%-15.8pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,782 | $2,369+17.4% | $3,024-8.0% | $2,756+1.0% |
| Participant deferral / active EE | $6,712 | $4,119+63.0% | $5,054+32.8% | $4,297+56.2% |
| Admin fee / account holder | $16,646 | $8,050+106.8% | $9,448+76.2% | $6,935+140.0% |