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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 | $196,010 | $99,341+97.3% | $84,750+131.3% | $273,965-28.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.94% | 22.93%-16.0pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,239 | $4,214+24.3% | $3,574+46.6% | $4,869+7.6% |
| Participant deferral / active EE | $6,400 | $4,269+49.9% | $3,712+72.4% | $5,287+21.1% |
| Admin fee / account holder | $68,770 | $6,644+935.1% | $5,332+1189.7% | $10,132+578.7% |