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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 | $55,269 | $251,004-78.0% | $191,597-71.2% | $138,895-60.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 15.16% | 31.05%-15.9pp | 27.07%-11.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $7,228 | $6,226+16.1% | $5,025+43.8% | $4,194+72.3% |
| Participant deferral / active EE | $4,225 | $8,154-48.2% | $6,850-38.3% | $6,396-34.0% |
| Admin fee / account holder | $82,132 | $31,471+161.0% | $22,799+260.2% | $12,562+553.8% |