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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 | $222,853 | $99,345+124.3% | $84,753+162.9% | $273,972-18.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.93% | 22.93%-18.0pp | 22.78%-17.9pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,493 | $4,214-40.8% | $3,574-30.2% | $4,869-48.8% |
| Participant deferral / active EE | $9,483 | $4,270+122.1% | $3,712+155.5% | $5,287+79.4% |
| Admin fee / account holder | $3,686 | $6,645-44.5% | $5,333-30.9% | $10,133-63.6% |