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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 | $112,456 | $99,345+13.2% | $84,753+32.7% | $273,972-59.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.45% | 22.93%-14.5pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,378 | $4,214-43.6% | $3,574-33.5% | $4,869-51.2% |
| Participant deferral / active EE | $5,203 | $4,270+21.9% | $3,712+40.2% | $5,287-1.6% |
| Admin fee / account holder | $4,256 | $6,645-36.0% | $5,333-20.2% | $10,133-58.0% |