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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 | $140,932 | $96,558+46.0% | $80,977+74.0% | $273,972-48.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.61% | 15.14%-7.5pp | 17.11%-9.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $8,728 | $4,869+79.3% | $3,715+135.0% | $4,869+79.3% |
| Participant deferral / active EE | $9,000 | $6,598+36.4% | $5,696+58.0% | $5,287+70.2% |
| Admin fee / account holder | $1,349 | $7,493-82.0% | $5,517-75.5% | $10,133-86.7% |