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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 | $152,852 | $65,712+132.6% | $57,196+167.2% | $273,972-44.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.86% | 22.01%-17.1pp | 14.59%-9.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,598 | $3,280+40.2% | $2,683+71.4% | $4,869-5.6% |
| Participant deferral / active EE | $4,530 | $3,782+19.8% | $3,096+46.3% | $5,287-14.3% |
| Admin fee / account holder | $137,046 | $4,838+2732.9% | $3,141+4263.7% | $10,133+1252.5% |