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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 | $144,011 | $99,345+45.0% | $84,753+69.9% | $273,972-47.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.93% | 22.93%-15.0pp | 22.78%-14.9pp | 41.46%-33.5pp |
| Employer contribution / active EE | $9,957 | $4,214+136.3% | $3,574+178.6% | $4,869+104.5% |
| Participant deferral / active EE | $5,413 | $4,270+26.8% | $3,712+45.8% | $5,287+2.4% |
| Admin fee / account holder | $1,504 | $6,645-77.4% | $5,333-71.8% | $10,133-85.2% |