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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 | $139,066 | $105,623+31.7% | $87,502+58.9% | $273,972-49.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.15% | 12.26%-7.1pp | 12.21%-7.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $14,362 | $3,141+357.3% | $2,550+463.3% | $4,869+195.0% |
| Participant deferral / active EE | $3,018 | $3,601-16.2% | $3,149-4.1% | $5,287-42.9% |
| Admin fee / account holder | $662 | $4,781-86.2% | $4,221-84.3% | $10,133-93.5% |