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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 | $150,525 | $96,558+55.9% | $80,977+85.9% | $273,972-45.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.45% | 15.14%-9.7pp | 17.11%-11.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $23,734 | $4,869+387.5% | $3,715+539.0% | $4,869+387.5% |
| Participant deferral / active EE | $9,397 | $6,598+42.4% | $5,696+65.0% | $5,287+77.7% |
| Admin fee / account holder | $25,696 | $7,493+242.9% | $5,517+365.8% | $10,133+153.6% |