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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 | $198,471 | $97,550+103.5% | $120,344+64.9% | $87,485+126.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.98% | 18.41%-0.4pp | 20.30%-2.3pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,736 | $2,291+19.4% | $3,020-9.4% | $2,596+5.4% |
| Participant deferral / active EE | $8,813 | $4,230+108.4% | $5,135+71.6% | $4,274+106.2% |
| Admin fee / account holder | $7,184 | $9,543-24.7% | $12,742-43.6% | $7,775-7.6% |