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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 | $193,915 | $88,707+118.6% | $74,184+161.4% | $273,972-29.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.10% | 11.94%-1.8pp | 17.74%-7.6pp | 41.46%-31.4pp |
| Employer contribution / active EE | $11,731 | $3,159+271.3% | $2,370+394.9% | $4,869+140.9% |
| Participant deferral / active EE | $5,295 | $4,212+25.7% | $3,550+49.2% | $5,287+0.2% |
| Admin fee / account holder | $50,906 | $8,717+484.0% | $5,586+811.4% | $10,133+402.4% |