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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 | $165,083 | $99,345+66.2% | $84,753+94.8% | $273,972-39.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.26% | 22.93%-15.7pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $13,231 | $4,214+214.0% | $3,574+270.2% | $4,869+171.8% |
| Participant deferral / active EE | $4,273 | $4,270+0.1% | $3,712+15.1% | $5,287-19.2% |
| Admin fee / account holder | $1,151 | $6,645-82.7% | $5,333-78.4% | $10,133-88.6% |