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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 | $174,732 | $99,345+75.9% | $84,753+106.2% | $273,972-36.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.62% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.8pp |
| Employer contribution / active EE | $13,164 | $4,214+212.4% | $3,574+268.3% | $4,869+170.4% |
| Participant deferral / active EE | $12,586 | $4,270+194.8% | $3,712+239.1% | $5,287+138.1% |
| Admin fee / account holder | $7,416 | $6,645+11.6% | $5,333+39.1% | $10,133-26.8% |