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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 | $130,104 | $99,345+31.0% | $84,753+53.5% | $273,972-52.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.05% | 22.93%-13.9pp | 22.78%-13.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,750 | $4,214-11.0% | $3,574+4.9% | $4,869-23.0% |
| Participant deferral / active EE | $6,610 | $4,270+54.8% | $3,712+78.1% | $5,287+25.0% |
| Admin fee / account holder | $57,548 | $6,645+766.0% | $5,333+979.1% | $10,133+467.9% |