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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 | $133,376 | $99,345+34.3% | $84,753+57.4% | $273,972-51.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.15% | 22.93%-12.8pp | 22.78%-12.6pp | 41.46%-31.3pp |
| Employer contribution / active EE | $13,566 | $4,214+221.9% | $3,574+279.5% | $4,869+178.6% |
| Participant deferral / active EE | $22,000 | $4,270+415.3% | $3,712+492.7% | $5,287+316.1% |
| Admin fee / account holder | $1,727 | $6,645-74.0% | $5,333-67.6% | $10,133-83.0% |