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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 | $220,730 | $99,345+122.2% | $84,753+160.4% | $273,972-19.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.95% | 22.93%-14.0pp | 22.78%-13.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $9,761 | $4,214+131.6% | $3,574+173.1% | $4,869+100.5% |
| Participant deferral / active EE | $12,460 | $4,270+191.8% | $3,712+235.7% | $5,287+135.7% |
| Admin fee / account holder | $2,215 | $6,645-66.7% | $5,333-58.5% | $10,133-78.1% |