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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 | $129,003 | $65,712+96.3% | $57,196+125.5% | $273,972-52.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.82% | 22.01%-16.2pp | 14.59%-8.8pp | 41.46%-35.6pp |
| Employer contribution / active EE | $8,422 | $3,280+156.8% | $2,683+213.9% | $4,869+73.0% |
| Participant deferral / active EE | $5,317 | $3,782+40.6% | $3,096+71.7% | $5,287+0.6% |
| Admin fee / account holder | $5,707 | $4,838+18.0% | $3,141+81.7% | $10,133-43.7% |