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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 | $152,595 | $67,602+125.7% | $82,312+85.4% | $70,126+117.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.85% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,458 | $1,755+40.1% | $2,428+1.2% | $2,343+4.9% |
| Participant deferral / active EE | $3,445 | $2,987+15.3% | $3,706-7.1% | $3,332+3.4% |
| Admin fee / account holder | $12,795 | $4,512+183.6% | $5,608+128.2% | $4,645+175.4% |