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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 | $117,118 | $99,341+17.9% | $84,750+38.2% | $273,965-57.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.48% | 22.93%-18.4pp | 22.78%-18.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $11,700 | $4,214+177.7% | $3,574+227.3% | $4,869+140.3% |
| Participant deferral / active EE | $6,881 | $4,269+61.2% | $3,712+85.4% | $5,287+30.2% |
| Admin fee / account holder | $45,870 | $6,644+590.4% | $5,332+760.2% | $10,132+352.7% |