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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 | $159,384 | $99,345+60.4% | $84,753+88.1% | $273,972-41.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.41% | 22.93%-13.5pp | 22.78%-13.4pp | 41.46%-32.0pp |
| Employer contribution / active EE | $14,693 | $4,214+248.7% | $3,574+311.1% | $4,869+201.8% |
| Participant deferral / active EE | $3,983 | $4,270-6.7% | $3,712+7.3% | $5,287-24.7% |
| Admin fee / account holder | $17,703 | $6,645+166.4% | $5,333+231.9% | $10,133+74.7% |