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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 | $154,429 | $99,345+55.4% | $84,753+82.2% | $273,970-43.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.28% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $10,681 | $4,214+153.5% | $3,574+198.8% | $4,869+119.4% |
| Participant deferral / active EE | $7,680 | $4,270+79.9% | $3,712+106.9% | $5,287+45.3% |
| Admin fee / account holder | $55,204 | $6,645+730.7% | $5,333+935.1% | $10,132+444.8% |