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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 | $110,137+48.6% | $161,149+1.5% | $82,637+98.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.98% | 20.69%-5.7pp | 21.16%-6.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $2,848 | $2,856-0.3% | $4,360-34.7% | $2,552+11.6% |
| Participant deferral / active EE | $5,744 | $4,575+25.6% | $6,153-6.6% | $4,126+39.2% |
| Admin fee / account holder | $10,186 | $9,467+7.6% | $15,194-33.0% | $7,339+38.8% |