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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 | $172,833 | $99,345+74.0% | $84,753+103.9% | $273,972-36.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.25% | 22.93%-16.7pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $21,739 | $4,214+415.9% | $3,574+508.2% | $4,869+346.5% |
| Participant deferral / active EE | $3,600 | $4,270-15.7% | $3,712-3.0% | $5,287-31.9% |
| Admin fee / account holder | $10,877 | $6,645+63.7% | $5,333+103.9% | $10,133+7.3% |