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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 | $232,592 | $96,558+140.9% | $80,977+187.2% | $273,972-15.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.11% | 15.14%-10.0pp | 17.11%-12.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $12,500 | $4,869+156.7% | $3,715+236.5% | $4,869+156.7% |
| Participant deferral / active EE | $5,072 | $6,598-23.1% | $5,696-11.0% | $5,287-4.1% |
| Admin fee / account holder | $8,029 | $7,493+7.1% | $5,517+45.5% | $10,133-20.8% |