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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 | $90,693 | $88,583+2.4% | $88,497+2.5% | $273,972-66.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 8.52% | 5.68%+2.8pp | 7.63%+0.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $10,354 | $4,502+130.0% | $4,036+156.5% | $4,869+112.7% |
| Participant deferral / active EE | $20,000 | $4,891+308.9% | $4,899+308.2% | $5,287+278.3% |
| Admin fee / account holder | $14,164 | $8,980+57.7% | $6,220+127.7% | $10,133+39.8% |