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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 | $241,007 | $93,064+159.0% | $74,577+223.2% | $273,972-12.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.50% | 26.18%-21.7pp | 20.47%-16.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $8,190 | $3,160+159.2% | $2,525+224.3% | $4,869+68.2% |
| Participant deferral / active EE | $5,306 | $4,160+27.5% | $3,458+53.4% | $5,287+0.4% |
| Admin fee / account holder | $7,374 | $5,273+39.8% | $4,138+78.2% | $10,133-27.2% |