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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 | $159,822 | $88,707+80.2% | $74,184+115.4% | $273,972-41.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.71% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $27,184 | $3,159+760.4% | $2,370+1047.0% | $4,869+458.3% |
| Participant deferral / active EE | $14,000 | $4,212+232.4% | $3,550+294.4% | $5,287+164.8% |
| Admin fee / account holder | $963 | $8,717-89.0% | $5,586-82.8% | $10,133-90.5% |