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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 | $115,822 | $88,707+30.6% | $74,184+56.1% | $273,972-57.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.55% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,696 | $3,159-46.3% | $2,370-28.5% | $4,869-65.2% |
| Participant deferral / active EE | $2,308 | $4,212-45.2% | $3,550-35.0% | $5,287-56.3% |
| Admin fee / account holder | $1,135 | $8,717-87.0% | $5,586-79.7% | $10,133-88.8% |