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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 | $138,385+23.6% | $184,200-7.1% | $80,874+111.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.08% | 20.02%-7.9pp | 28.80%-16.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $9,817 | $4,849+102.4% | $6,424+52.8% | $2,756+256.3% |
| Participant deferral / active EE | $6,327 | $7,073-10.5% | $9,132-30.7% | $4,297+47.2% |
| Admin fee / account holder | $86,551 | $10,483+725.6% | $13,907+522.4% | $6,935+1148.0% |