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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 | $184,711 | $96,558+91.3% | $80,977+128.1% | $273,972-32.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 16.75% | 15.14%+1.6pp | 17.11%-0.4pp | 41.46%-24.7pp |
| Employer contribution / active EE | $15,411 | $4,869+216.5% | $3,715+314.9% | $4,869+216.5% |
| Participant deferral / active EE | $3,142 | $6,598-52.4% | $5,696-44.8% | $5,287-40.6% |
| Admin fee / account holder | $39,963 | $7,493+433.3% | $5,517+624.4% | $10,133+294.4% |