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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 | $139,606 | $92,219+51.4% | $76,768+81.9% | $135,379+3.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.18% | 5.46%+3.7pp | 2.43%+6.7pp | 519.79%-510.6pp |
| Employer contribution / active EE | $9,048 | $3,216+181.4% | $2,485+264.1% | $4,779+89.3% |
| Participant deferral / active EE | $4,651 | $4,508+3.2% | $3,852+20.8% | $5,609-17.1% |
| Admin fee / account holder | $7,895 | $10,749-26.5% | $6,675+18.3% | $10,828-27.1% |