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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 | $153,057 | $69,518+120.2% | $59,887+155.6% | $135,379+13.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.65% | 7.95%+0.7pp | 3.46%+5.2pp | 519.79%-511.1pp |
| Employer contribution / active EE | $10,028 | $3,235+210.0% | $2,722+268.4% | $4,779+109.8% |
| Participant deferral / active EE | $5,428 | $4,204+29.1% | $3,402+59.5% | $5,609-3.2% |
| Admin fee / account holder | $4,003 | $5,734-30.2% | $3,591+11.5% | $10,828-63.0% |