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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 | $214,344 | $99,345+115.8% | $84,753+152.9% | $273,970-21.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.86% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $26,219 | $4,214+522.2% | $3,574+633.5% | $4,869+438.5% |
| Participant deferral / active EE | $2,569 | $4,270-39.8% | $3,712-30.8% | $5,287-51.4% |
| Admin fee / account holder | $4,142 | $6,645-37.7% | $5,333-22.3% | $10,132-59.1% |