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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 | $146,034 | $99,345+47.0% | $84,753+72.3% | $273,972-46.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.22% | 22.93%-16.7pp | 22.78%-16.6pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,747 | $4,214-11.1% | $3,574+4.8% | $4,869-23.0% |
| Participant deferral / active EE | $12,286 | $4,270+187.7% | $3,712+231.0% | $5,287+132.4% |
| Admin fee / account holder | $1,191 | $6,645-82.1% | $5,333-77.7% | $10,133-88.2% |