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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 | $183,342 | $99,345+84.5% | $84,753+116.3% | $273,972-33.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.09% | 22.93%-19.8pp | 22.78%-19.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $3,571 | $4,214-15.2% | $3,574-0.1% | $4,869-26.6% |
| Participant deferral / active EE | $5,624 | $4,270+31.7% | $3,712+51.5% | $5,287+6.4% |
| Admin fee / account holder | $3,710 | $6,645-44.2% | $5,333-30.4% | $10,133-63.4% |