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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 | $211,829 | $99,345+113.2% | $84,753+149.9% | $273,972-22.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.61% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,000 | $4,214-52.5% | $3,574-44.1% | $4,869-58.9% |
| Participant deferral / active EE | $7,542 | $4,270+76.6% | $3,712+103.2% | $5,287+42.6% |
| Admin fee / account holder | $2,512 | $6,645-62.2% | $5,333-52.9% | $10,133-75.2% |