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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 | $146,912 | $105,623+39.1% | $87,502+67.9% | $273,972-46.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.56% | 12.26%-5.7pp | 12.21%-5.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $5,131 | $3,141+63.4% | $2,550+101.2% | $4,869+5.4% |
| Participant deferral / active EE | $5,051 | $3,601+40.3% | $3,149+60.4% | $5,287-4.5% |
| Admin fee / account holder | $353 | $4,781-92.6% | $4,221-91.6% | $10,133-96.5% |