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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 | $151,615 | $99,345+52.6% | $84,753+78.9% | $273,972-44.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.52% | 22.93%-14.4pp | 22.78%-14.3pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,231 | $4,214-47.1% | $3,574-37.6% | $4,869-54.2% |
| Participant deferral / active EE | $7,453 | $4,270+74.6% | $3,712+100.8% | $5,287+41.0% |
| Admin fee / account holder | $12,707 | $6,645+91.2% | $5,333+138.3% | $10,133+25.4% |