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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 | $145,050 | $96,558+50.2% | $80,977+79.1% | $273,972-47.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.93% | 15.14%-6.2pp | 17.11%-8.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $5,659 | $4,869+16.2% | $3,715+52.3% | $4,869+16.2% |
| Participant deferral / active EE | $5,747 | $6,598-12.9% | $5,696+0.9% | $5,287+8.7% |
| Admin fee / account holder | $17,604 | $7,493+134.9% | $5,517+219.1% | $10,133+73.7% |