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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 | $176,200 | $105,623+66.8% | $87,502+101.4% | $273,972-35.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.50% | 12.26%-4.8pp | 12.21%-4.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $12,167 | $3,141+287.4% | $2,550+377.2% | $4,869+149.9% |
| Participant deferral / active EE | $7,859 | $3,601+118.3% | $3,149+149.6% | $5,287+48.6% |
| Admin fee / account holder | $7,518 | $4,781+57.2% | $4,221+78.1% | $10,133-25.8% |