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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 | $179,355 | $99,345+80.5% | $84,753+111.6% | $273,972-34.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.11% | 22.93%-16.8pp | 22.78%-16.7pp | 41.46%-35.3pp |
| Employer contribution / active EE | $15,182 | $4,214+260.3% | $3,574+324.7% | $4,869+211.8% |
| Participant deferral / active EE | $2,213 | $4,270-48.2% | $3,712-40.4% | $5,287-58.2% |
| Admin fee / account holder | $19,445 | $6,645+192.6% | $5,333+264.6% | $10,133+91.9% |