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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 | $130,529 | $239,571-45.5% | $183,328-28.8% | $137,256-4.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 11.35% | 35.69%-24.3pp | 29.67%-18.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,176 | $6,148-64.6% | $5,055-57.0% | $4,156-47.7% |
| Participant deferral / active EE | $7,875 | $7,995-1.5% | $6,795+15.9% | $6,407+22.9% |
| Admin fee / account holder | $90,764 | $30,059+202.0% | $21,427+323.6% | $12,270+639.7% |