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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 | $110,840 | $96,558+14.8% | $80,977+36.9% | $273,972-59.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.21% | 15.14%-9.9pp | 17.11%-11.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $13,482 | $4,869+176.9% | $3,715+263.0% | $4,869+176.9% |
| Participant deferral / active EE | $5,769 | $6,598-12.6% | $5,696+1.3% | $5,287+9.1% |
| Admin fee / account holder | $57,772 | $7,493+671.0% | $5,517+947.2% | $10,133+470.2% |