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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 | $65,712+120.2% | $57,196+153.0% | $273,972-47.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.22% | 22.01%-16.8pp | 14.59%-9.4pp | 41.46%-36.2pp |
| Employer contribution / active EE | $8,370 | $3,280+155.2% | $2,683+212.0% | $4,869+71.9% |
| Participant deferral / active EE | $2,270 | $3,782-40.0% | $3,096-26.7% | $5,287-57.1% |
| Admin fee / account holder | $14,416 | $4,838+198.0% | $3,141+359.0% | $10,133+42.3% |