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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 | $79,883 | $65,712+21.6% | $57,196+39.7% | $273,972-70.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.02% | 22.01%-17.0pp | 14.59%-9.6pp | 41.46%-36.4pp |
| Employer contribution / active EE | $7,134 | $3,280+117.5% | $2,683+165.9% | $4,869+46.5% |
| Participant deferral / active EE | $2,524 | $3,782-33.3% | $3,096-18.5% | $5,287-52.3% |
| Admin fee / account holder | $12,323 | $4,838+154.7% | $3,141+292.4% | $10,133+21.6% |