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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 | $230,914 | $88,707+160.3% | $74,184+211.3% | $273,972-15.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.18% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,655 | $3,159-16.0% | $2,370+12.0% | $4,869-45.5% |
| Participant deferral / active EE | $7,552 | $4,212+79.3% | $3,550+112.7% | $5,287+42.8% |
| Admin fee / account holder | $13,551 | $8,717+55.5% | $5,586+142.6% | $10,133+33.7% |