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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 | $140,229 | $132,310+6.0% | $105,754+32.6% | $273,972-48.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.74% | 10.08%-5.3pp | 12.25%-7.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $19,873 | $4,867+308.4% | $4,079+387.2% | $4,869+308.2% |
| Participant deferral / active EE | $17,741 | $6,233+184.6% | $5,326+233.1% | $5,287+235.5% |
| Admin fee / account holder | $10,332 | $12,036-14.2% | $8,309+24.3% | $10,133+2.0% |