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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 | $195,412 | $99,345+96.7% | $84,753+130.6% | $273,972-28.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.59% | 22.93%-18.3pp | 22.78%-18.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $19,452 | $4,214+361.6% | $3,574+444.2% | $4,869+299.5% |
| Participant deferral / active EE | $12,866 | $4,270+201.3% | $3,712+246.6% | $5,287+143.3% |
| Admin fee / account holder | $64,681 | $6,645+873.3% | $5,333+1112.8% | $10,133+538.3% |