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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 | $226,809 | $99,345+128.3% | $84,753+167.6% | $273,972-17.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.13% | 22.93%-17.8pp | 22.78%-17.7pp | 41.46%-36.3pp |
| Employer contribution / active EE | $5,014 | $4,214+19.0% | $3,574+40.3% | $4,869+3.0% |
| Participant deferral / active EE | $7,404 | $4,270+73.4% | $3,712+99.5% | $5,287+40.0% |
| Admin fee / account holder | $4,895 | $6,645-26.3% | $5,333-8.2% | $10,133-51.7% |