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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 | $116,172 | $99,345+16.9% | $84,753+37.1% | $273,972-57.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.89% | 22.93%-14.0pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $6,932 | $4,214+64.5% | $3,574+93.9% | $4,869+42.4% |
| Participant deferral / active EE | $6,186 | $4,270+44.9% | $3,712+66.7% | $5,287+17.0% |
| Admin fee / account holder | $3,276 | $6,645-50.7% | $5,333-38.6% | $10,133-67.7% |