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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 | $131,728 | $99,345+32.6% | $84,753+55.4% | $273,972-51.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.83% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.6pp |
| Employer contribution / active EE | $9,091 | $4,214+115.7% | $3,574+154.3% | $4,869+86.7% |
| Participant deferral / active EE | $7,556 | $4,270+77.0% | $3,712+103.6% | $5,287+42.9% |
| Admin fee / account holder | $12,014 | $6,645+80.8% | $5,333+125.3% | $10,133+18.6% |