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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 | $188,788 | $99,345+90.0% | $84,753+122.8% | $273,972-31.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.90% | 22.93%-16.0pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $12,806 | $4,214+203.9% | $3,574+258.3% | $4,869+163.0% |
| Participant deferral / active EE | $7,088 | $4,270+66.0% | $3,712+90.9% | $5,287+34.0% |
| Admin fee / account holder | $4,420 | $6,645-33.5% | $5,333-17.1% | $10,133-56.4% |