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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 | $171,032 | $138,393+23.6% | $184,256-7.2% | $80,959+111.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.08% | 20.01%-7.9pp | 28.85%-16.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $9,817 | $4,847+102.5% | $6,427+52.7% | $2,757+256.1% |
| Participant deferral / active EE | $6,327 | $7,076-10.6% | $9,133-30.7% | $4,300+47.1% |
| Admin fee / account holder | $86,551 | $10,489+725.1% | $13,899+522.7% | $6,925+1149.8% |