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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 | $117,329 | $99,345+18.1% | $84,753+38.4% | $273,972-57.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.07% | 22.93%-16.9pp | 22.78%-16.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $7,854 | $4,214+86.4% | $3,574+119.7% | $4,869+61.3% |
| Participant deferral / active EE | $6,996 | $4,270+63.9% | $3,712+88.5% | $5,287+32.3% |
| Admin fee / account holder | $24,617 | $6,645+270.4% | $5,333+361.6% | $10,133+142.9% |