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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 | $96,107 | $93,064+3.3% | $74,577+28.9% | $273,972-64.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.47% | 26.18%-18.7pp | 20.47%-13.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $5,178 | $3,160+63.9% | $2,525+105.1% | $4,869+6.4% |
| Participant deferral / active EE | $8,000 | $4,160+92.3% | $3,458+131.3% | $5,287+51.3% |
| Admin fee / account holder | $29,094 | $5,273+451.8% | $4,138+603.1% | $10,133+187.1% |