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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 | $241,200 | $97,550+147.3% | $120,344+100.4% | $87,485+175.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.35% | 18.41%-2.1pp | 20.30%-4.0pp | 26.06%-9.7pp |
| Employer contribution / active EE | $4,048 | $2,291+76.7% | $3,020+34.0% | $2,596+55.9% |
| Participant deferral / active EE | $5,292 | $4,230+25.1% | $5,135+3.1% | $4,274+23.8% |
| Admin fee / account holder | $1,792 | $9,543-81.2% | $12,742-85.9% | $7,775-77.0% |