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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 | $138,358 | $99,345+39.3% | $84,753+63.2% | $273,972-49.5% |
| 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 | $2,207 | $4,214-47.6% | $3,574-38.3% | $4,869-54.7% |
| Participant deferral / active EE | $6,509 | $4,270+52.4% | $3,712+75.4% | $5,287+23.1% |
| Admin fee / account holder | $3,701 | $6,645-44.3% | $5,333-30.6% | $10,133-63.5% |