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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 | $163,627 | $108,825+50.4% | $156,181+4.8% | $82,448+98.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.98% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,848 | $2,870-0.7% | $4,294-33.7% | $2,551+11.7% |
| Participant deferral / active EE | $5,744 | $4,577+25.5% | $6,132-6.3% | $4,139+38.8% |
| Admin fee / account holder | $10,186 | $9,341+9.0% | $14,586-30.2% | $7,234+40.8% |