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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 | $179,843 | $88,707+102.7% | $74,184+142.4% | $273,972-34.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.93% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $18,822 | $3,159+495.7% | $2,370+694.1% | $4,869+286.6% |
| Participant deferral / active EE | $11,938 | $4,212+183.4% | $3,550+236.3% | $5,287+125.8% |
| Admin fee / account holder | $694 | $8,717-92.0% | $5,586-87.6% | $10,133-93.2% |