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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 | $206,635 | $140,578+47.0% | $100,671+105.3% | $125,389+64.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.34% | 24.67%-23.3pp | 20.43%-19.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $2,196 | $5,965-63.2% | $4,012-45.3% | $4,866-54.9% |
| Participant deferral / active EE | $7,483 | $3,981+87.9% | $3,144+138.0% | $5,352+39.8% |
| Admin fee / account holder | $7,903 | $6,716+17.7% | $4,850+63.0% | $9,541-17.2% |