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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 | $207,092 | $99,345+108.5% | $84,753+144.3% | $273,972-24.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.11% | 22.93%-17.8pp | 22.78%-17.7pp | 41.46%-36.3pp |
| Employer contribution / active EE | $4,131 | $4,214-2.0% | $3,574+15.6% | $4,869-15.2% |
| Participant deferral / active EE | $11,568 | $4,270+170.9% | $3,712+211.7% | $5,287+118.8% |
| Admin fee / account holder | $38,228 | $6,645+475.3% | $5,333+616.8% | $10,133+277.3% |