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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 | $161,109 | $99,341+62.2% | $84,750+90.1% | $273,965-41.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.46% | 22.93%-20.5pp | 22.78%-20.3pp | 41.45%-39.0pp |
| Employer contribution / active EE | $12,704 | $4,214+201.5% | $3,574+255.4% | $4,869+160.9% |
| Participant deferral / active EE | $4,875 | $4,269+14.2% | $3,712+31.3% | $5,287-7.8% |
| Admin fee / account holder | $77,245 | $6,644+1062.6% | $5,332+1348.6% | $10,132+662.4% |