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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 | $187,163 | $215,361-13.1% | $171,082+9.4% | $273,972-31.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.41% | 25.14%-18.7pp | 32.56%-26.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,479 | $4,967-30.0% | $4,002-13.1% | $4,869-28.5% |
| Participant deferral / active EE | $19,200 | $5,543+246.4% | $4,797+300.2% | $5,287+263.1% |
| Admin fee / account holder | $49,983 | $10,846+360.8% | $8,520+486.7% | $10,133+393.3% |