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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 | $73,787+105.3% | $98,716+53.4% | $82,448+83.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 18.50% | 18.57%-0.1pp | 31.81%-13.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,935 | $1,511+94.2% | $2,279+28.8% | $2,551+15.1% |
| Participant deferral / active EE | $4,320 | $3,081+40.2% | $4,048+6.7% | $4,139+4.4% |
| Admin fee / account holder | $12,404 | $6,500+90.8% | $8,703+42.5% | $7,234+71.5% |