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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 | $160,430 | $96,558+66.1% | $80,977+98.1% | $273,972-41.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.65% | 15.14%-11.5pp | 17.11%-13.5pp | 41.46%-37.8pp |
| Employer contribution / active EE | $3,572 | $4,869-26.6% | $3,715-3.8% | $4,869-26.6% |
| Participant deferral / active EE | $2,246 | $6,598-66.0% | $5,696-60.6% | $5,287-57.5% |
| Admin fee / account holder | $6,755 | $7,493-9.9% | $5,517+22.4% | $10,133-33.3% |