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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 | $133,878 | $99,345+34.8% | $84,753+58.0% | $273,972-51.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.32% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,793 | $4,214-33.7% | $3,574-21.9% | $4,869-42.6% |
| Participant deferral / active EE | $6,639 | $4,270+55.5% | $3,712+78.9% | $5,287+25.6% |
| Admin fee / account holder | $23,004 | $6,645+246.2% | $5,333+331.3% | $10,133+127.0% |