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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 | $192,940 | $88,707+117.5% | $74,184+160.1% | $273,972-29.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.14% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $6,214 | $3,159+96.7% | $2,370+162.2% | $4,869+27.6% |
| Participant deferral / active EE | $12,427 | $4,212+195.1% | $3,550+250.1% | $5,287+135.0% |
| Admin fee / account holder | $24,134 | $8,717+176.9% | $5,586+332.1% | $10,133+138.2% |