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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 | $184,234 | $135,956+35.5% | $123,894+48.7% | $273,972-32.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.45% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $13,789 | $5,170+166.7% | $4,617+198.7% | $4,869+183.2% |
| Participant deferral / active EE | $10,975 | $6,343+73.0% | $5,984+83.4% | $5,287+107.6% |
| Admin fee / account holder | $1,381 | $9,817-85.9% | $8,357-83.5% | $10,133-86.4% |