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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 | $144,720 | $65,685+120.3% | $57,181+153.1% | $273,965-47.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.22% | 21.99%-16.8pp | 14.59%-9.4pp | 41.45%-36.2pp |
| Employer contribution / active EE | $8,370 | $3,279+155.3% | $2,682+212.0% | $4,869+71.9% |
| Participant deferral / active EE | $2,270 | $3,781-40.0% | $3,096-26.7% | $5,287-57.1% |
| Admin fee / account holder | $14,416 | $4,835+198.2% | $3,139+359.2% | $10,132+42.3% |