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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 | $129,335 | $88,583+46.0% | $88,497+46.1% | $273,972-52.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.88% | 5.68%-0.8pp | 7.63%-2.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,422 | $4,502-1.8% | $4,036+9.5% | $4,869-9.2% |
| Participant deferral / active EE | $10,230 | $4,891+109.1% | $4,899+108.8% | $5,287+93.5% |
| Admin fee / account holder | $27,499 | $8,980+206.2% | $6,220+342.1% | $10,133+171.4% |