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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 | $231,200 | $99,345+132.7% | $84,753+172.8% | $273,972-15.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.43% | 22.93%-16.5pp | 22.78%-16.4pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,563 | $4,214-39.2% | $3,574-28.3% | $4,869-47.4% |
| Participant deferral / active EE | $5,259 | $4,270+23.2% | $3,712+41.7% | $5,287-0.5% |
| Admin fee / account holder | $53,850 | $6,645+710.3% | $5,333+909.7% | $10,133+431.5% |