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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 | $137,809 | $181,896-24.2% | $156,551-12.0% | $273,972-49.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.95% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $14,836 | $6,248+137.4% | $5,501+169.7% | $4,869+204.7% |
| Participant deferral / active EE | $8,439 | $5,550+52.0% | $4,871+73.2% | $5,287+59.6% |
| Admin fee / account holder | $230,965 | $15,560+1384.3% | $13,028+1672.8% | $10,133+2179.4% |