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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 | $151,465 | $83,898+80.5% | $133,346+13.6% | $94,015+61.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 18.50% | 16.00%+2.5pp | 36.85%-18.3pp | 17.84%+0.7pp |
| Employer contribution / active EE | $2,935 | $1,821+61.2% | $2,853+2.9% | $2,790+5.2% |
| Participant deferral / active EE | $4,320 | $3,245+33.1% | $4,332-0.3% | $4,249+1.6% |
| Admin fee / account holder | $12,404 | $7,809+58.8% | $14,264-13.0% | $8,951+38.6% |