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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 | $144,323 | $96,562+49.5% | $80,976+78.2% | $273,968-47.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.16% | 15.14%-12.0pp | 17.10%-13.9pp | 41.45%-38.3pp |
| Employer contribution / active EE | $25,908 | $4,868+432.2% | $3,714+597.5% | $4,869+432.2% |
| Participant deferral / active EE | $16,000 | $6,597+142.5% | $5,696+180.9% | $5,287+202.6% |
| Admin fee / account holder | $1,096 | $7,493-85.4% | $5,516-80.1% | $10,132-89.2% |