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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 | $162,757 | $88,707+83.5% | $74,184+119.4% | $273,972-40.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.90% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.6pp |
| Employer contribution / active EE | $11,509 | $3,159+264.3% | $2,370+385.6% | $4,869+136.4% |
| Participant deferral / active EE | $8,470 | $4,212+101.1% | $3,550+138.6% | $5,287+60.2% |
| Admin fee / account holder | $1,043 | $8,717-88.0% | $5,586-81.3% | $10,133-89.7% |