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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 | $138,942 | $65,712+111.4% | $57,196+142.9% | $273,972-49.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.95% | 22.01%-16.1pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $13,770 | $3,280+319.8% | $2,683+413.3% | $4,869+182.8% |
| Participant deferral / active EE | $4,590 | $3,782+21.4% | $3,096+48.2% | $5,287-13.2% |
| Admin fee / account holder | $2,335 | $4,838-51.7% | $3,141-25.7% | $10,133-77.0% |